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How to create investment income in retirement without killing your portfolio.

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I host Monthly Webinars on topics that include Federal Benefits, Retirement, Investments, Social Security, Debt, Medicare, Estate Planning and more

I host Monthly Webinars on topics that include Federal Benefits, Retirement, Investments, Social Security, Debt, Medicare, Estate Planning, and more Unique Content.

Upcoming Webinars

How to Create Investment Income in Retirement without Killing your Portfolio

March 14 2018
Which asset do you dip into to create your retirement income stream, and when? What happens when the market goes up? What should you do when the market goes down?
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The Best Date to Retire

May 16 2019
What time of year, month, pay-period, day should you retire in order to get the most out of your pension
Registration Not Open Yet

How should you allocate your TSP?

July 18 2019
How to calculate your investment goals and then select the right combo of funds to target those goals.
Registration Not Open Yet

FEGLI, Survivor Benefits, or Self-Insurance?

April 4 2019
Sure, you can spend hundreds of thousands of dollars on life insurance unnecessarily.
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Do You Need a Trust

June 13 2018
A trust costs a few thousand dollars. And it seems everyone is doing it. Why? Should you, too?
Registration Not Open Yet

Will Retirement Make you Depressed?

August 15 2019
Many people treat retirement planning as a financial exercise and ignore the personal reasons that they retired in the first plan. Craft your "personal game plan."
Registration Not Open Yet

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Upcoming Seminars

federal employee financial seminar

Energy Information Administration

September

tsp planning financial advisor

Department of Energy

October

federal employee financial seminar

Pension Benefit Guaranty Corporation

November

federal employee financial seminar

Mid-Atlantic Federal Credit Union

November

federal employee financial seminar

United States Navy ITP

September

tsp planning financial advisor

Federal Energy Regulatory Commission

October

tsp planning financial advisor

Department of Energy

November

federal employee financial seminar

Federal Employees Retirement System

January

federal employee financial seminar

Energy Information Administration

October

tsp planning financial advisor

Department of Energy

November

tsp planning financial advisor

Department of Energy

November

tsp planning financial advisor

Nuclear Energy

January

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Stephen

federal employee financial advisor TSP

A fiduciary advisor specializing in retirement planning and federal benefits

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