facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


The blog section provides a real look into how to solve your military financial questions and demonstrates how our services can help you.  Common topics include job changes, marriage, first child, retirement, PCS, TSP, BRS and other military financial topics.  The military lifestyle is confusing enough, adding complex financial planning topics to the mix can become overwhelming.  Finding an advisor who has your best interests in mind is difficult, so is trying to figure out how that advisor is being paid and whether or not they are earning that fee.  I believe in fee transparency and always acting in the fiduciary interest of my clients.  We work directly with you and your unique situations providing services tailored to your individual needs.  

What is the Survivor Benefit Plan? Thumbnail

What is the Survivor Benefit Plan?

In the military when the military member dies during retirement the stream of retirement income that military member receives stops. This sudden stop of income can mean an extreme change of financial living circumstances. The Survivor Benefit Plan (SBP) is an insurance plan that will pay a surviving spouse and possibly dependents a monthly payment. This payment is known as an “Annuity” and results in monthly payments to the spouse in most cases until their death.

Read More
Retirement Strategy: Money & Longevity Thumbnail

Retirement Strategy: Money & Longevity

Retirement strategy represents a big part of your overall financial plan. Factoring in longevity is a big part of that. The longeivity factor continues to grow as life times get longer and longer. Resulting in having to plan for a much longer retirement period than in the past.

Read More
The Blended Retirement system.  Thumbnail

The Blended Retirement system.

The Blended Retirement system is the new military retirement system. It has added the Thrift Savings plan and modified the traditional military pension. It also includes continuation pay and lump sum retirement payment options.

Read More
How do I compute depreciation on a rental property? Thumbnail

How do I compute depreciation on a rental property?

Investing in rental property can prove to be a smart financial move. For starters, a rental property can provide a steady source of income while you build equity in the property as it (ideally) appreciates over time. There are also several tax benefits. You can often deduct your rental expenses from any rental income you earn, thereby lowering your overall tax liability. Real estate depreciation is an important tool for rental property owners. It allows you to deduct the costs from your taxes of buying and improving a property over its useful life, and thus lowers your taxable income in the process.

Read More