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Will Retirement make you depressed?

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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

Will Retirement Make you Depressed?

August 22 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."
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What's Better Roth or Traditional?

January 23 2020
A trust costs a few thousand dollars. And it seems everyone is doing it. Why? Should you, too?
Registration Not Open Yet

Milestones in your Federal Career

March 19th 2020
How to calculate your investment goals and then select the right combo of funds to target those goals.
Registration Not Open Yet

Do you need an annuity?

Sept 19 2019
Annuities are insurance products that cost money. And some annuities are irrevocable. But the financial advisors aggressively peddle these products as if they're the best thing since sliced bread. You might be able to self-insure on this one.
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How much reserves should you have in your rainy day fund?

Oct 24th 2019
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

Common Errors you need to stop your coworkers from making

February 13th 2020
Be a good boss or friend. Make someone else's future feel solid.
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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