Question: How do my federal benefits impact my estate? Answer: To frame the answer to this question I will add another question – Why is that important? By understanding the impact your benefits have on your estate you should be able to get the: Quickest distribution of your assets Correct distribution of your assets Maximum distribution
Should you accelerate payments towards your mortgage? I see people do this all the time, especially in the pre-retirement group. Many people are uncomfortable having any debt, including their mortgage, and they are driven to enter retirement “debt free.” To rid themselves of debt they make an additional payments of principle each month, on top
Question: How should you invest your Thrift Savings Plan (TSP)? Answer: Two things need to be analyzed in order to correctly answer this question: The Investor The investments The Investor This part of the answer has good news and bad news. I’ll start with the bad news: I know many people wish I could just
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