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The Social Security Earnings Test, and how to outsmart it!

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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

The Social Security Earnings Test, and how to outsmart it!

June 23rd 11am ET
As the title suggests
Registeration Will Open Soon

What happens to your TSP when you die?

September 17th 2020
Depending on which point in life you are, that'll determine how much you need in reserves, if any at all.
Registration not open yet

TSP VS. IRA. or TSP Modernization Act and how it impacts you

August 20th 2020
There are new rules to the TSP which improve many aspects of the TSP, but don't address all problems.
Registration not open yet

Milestones in your Federal Career

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

What's good and what's bad about the L-Funds

May 14th 2020
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

Should you take a TSP loan?

July 16th 2019
Borrowing from your retirement account. Hmmm. Is that smart? When does it make sense and when not?
Registration not open yet

Testimonials

Testimonials

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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