For part two of our mid-year tax planning series, we’re going to review one of the most reliable tactics for reducing taxes: which is bunching. This strategy is the process of accelerating deductible expenses, such as real estate taxes, charitableContinue reading “Mid-Year Tax Tips For Federal Employees: Part 2”
Federal employees often ask me if annuities are good or bad? And my response is that they’re neither good nor bad—because they’re just tools that work well to meet specific goals and do not work well to meet others. Thus,Continue reading “Variable Annuities: What Federal Employees Need To Know”
As federal employees near retirement, many questions inevitably come up. One common question I am asked is, “should I use my TSP to pay off my mortgage?” And my answer almost always is, it depends. Though it might seem likeContinue reading “Should You Use Your TSP To Pay Off Your Mortgage?￼”
Personal finances can be complicated, especially when you’re a federal employee with a robust benefits package that includes a FERS pension, survivor benefits, the Thrift Savings Plan, and life insurance, all of which require some type of financial decision making.Continue reading “3 Reasons Why Federal Employees Should Hire A Financial Advisor￼”
The Public Service Loan Forgiveness (PSLF) Program is a federal program designed to encourage students to enter public service by forgiving any remaining loan balance after 120 qualifying monthly payments (10 years) have been made. As simple as that mayContinue reading “The Public Service Loan Forgiveness Program For Federal Employees”
Everyone’s journey into the world of rental properties is a little different. Some made the deliberate decision to become a landlord, while others took a less intentional path and one day found out they were an accidental landlord. Regardless ofContinue reading “Numbers Every Landlord Should Know”
In this video, I’ll cover what financial planning actually is in under 2 minutes. If you want to learn more about the financial planning process, visit the Services page.
Here are the two reasons defining your Why is the most important step in creating a successful financial plan. Read this article for a step-by-step guide on defining the why behind your financial life plan.
As you kick off your new year, it’s important that you take the time to ensure your finances will support the year you hope to have rather than hinder it. Since our finances affect every facet of our lives, improvingContinue reading “6 Tips To Tune-Up Your Finances For The New Year”
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