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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 much reserves should you have in your rainy day fund?

January 23rd 2020
Depending on which point in life you are, that'll determine how much you need in reserves, if any at all.
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Milestones in your Federal Career

April 16th 2020
How to calculate your investment goals and then select the right combo of funds to target those goals.
Registration Not Open Yet

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

June 18th 2020
As the title suggests.
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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

What's Better Roth or Traditional?

February 13th 2020
A trust costs a few thousand dollars. And it seems everyone is doing it. Why? Should you, too?
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Common Errors you need to stop your coworkers from making

March 19th 2020
Be a good boss or friend. Make someone else's future feel solid.
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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."
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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?
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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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