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.
If you are nearing retirement, it's likely the onset of COVID-19 has left you questioning where you stand. We've outlined the changes in recent legislation and what you need to know now about your future income in retirement.
Property owners may love the tax deduction now, but when they sell the IRS may come knocking for what is due through “depreciation recapture.” Here’s how that works.
One of the good points of the TSP plan is the ability to take loans. You can put money into your TSP, build up a decent value and if you need a loan for a primary home purchase or other reasons you can get a loan from your TSP account.
The MSRRA changes the basic rules of taxation with respect to military spouses who earn income from services performed in a State in which the spouse is present with the Service member (SM) in compliance with military orders when that State is not the spouse's domicile (legal residence).
A large part of the new retirement plan is the Federal Thrift Savings Plan or TSP. Understanding some basic elements of the TSP will help you to navigate to a successful and prosperous retirement.