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Goals & Inefficiencies - Why do I need a financial planner?

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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.

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should I self insure for long term health care?

Watch Now – Can you self-insure for Long Term Care?

Long Term Care is a challenge to plan for. It’s a potentially large expense that can thwart the best of retirements. It’s the great “what if?” of retirement planning, and you’ll want to make sure you plan for it correctly.  But the planning may not require a long term care insurance policy. Join my in my

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Upcoming Webinars

Goals & Inefficiencies - Why do I need a financial planner

January 21st 11am ET

Q&A with Stephen Zelcer

March 25th 11am ET
As the title suggests
Registeration Will Open Soon

Should you take a TSP loan?

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

Early Outs and Buyouts

February 4th 11am ET
How to calculate your investment goals and then select the right combo of funds to target those goals.
Registration Not Open Yet

TSP Modernization Act and how it impacts you

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

Are the New L-Funds Any Good?

TBC
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

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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