Phased Retirement – Bring On The Confetti
OPM Director Katherine Archuleta has given agencies permission to send their applications in for Phased Retirement as early as November 6, 2014.
Phased Retirement’s Debut
Phased Retirement is a passing on, as a matter of course, the necessary information to keep the business going.
An Affordable Luxury – The TSP
Think of yourself as a maximumlist – willing to maximize every opportunity that comes your way and the TSP is no exception.
If You Could Have One Close Friend – Choose the TSP
The government matches up to 5% of what you contribute to the TSP. Not investing in the TSP is akin to giving away free money.
NEWSLETTER WEEKLY-COULD WE BE HEARING WEDDING BELLS
I had the wonderful experience of meeting some financial advisers out in Arizona last week. The heat was on, but the warmth and engagement in a room of the most magnificent men were beyond explanation. I conducted a training aimed at introducing Financial Advisors to the federal retirement systems. I have long believed that there needs to be […]
What is the Difference Between a Broker and an RIA?
A Registered Investment Advisor (RIA) is required by law to not only give you suitable advice or recommendations, but must act with a tremendous amount of fiduciary responsibility. Both are regulated by the Securities Exchange Act of 1934 but to different degrees or operating parameters.
How Do You Know What Kind of Life Insurance To Buy
If we are going to have life insurance then we need to determine why do we need it. We also need to determine if the cost of life insurance outweighs the benefit.
Determining If A Trust Is Right For You
It seems to be the general concensus that a Last Will and Testament is an essential part of a good estate plan but Living Trusts are not as widely used nor understood.
Understanding The Thrift Savings Plan, By Todd Carmack
The most important pieces of advice I can provide to employees is to make sure you are contributing a minimum Thrift Savings Plan (TSP). Todd Carmack, Arizona
The Living Trust
The living trust is becoming increasingly popular
