Blog

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.

End-of-the-Year Money Moves in 2022

November 28, 2022

Here are some things you might consider before saying goodbye to 2022.

Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy

November 21, 2022

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

Retirement Planning: What do Military Families Need to Know?

November 14, 2022

This article will be about the unique considerations and tactics that military families should keep in mind when approaching retirement planning.

Open Enrollment Begins November 1st. Consider These 4 Tips for Choosing a Health Insurance Plan

November 7, 2022

Is it time to update your health insurance coverage? Starting November 1, you'll have a limited window to do so. Here's what to consider about changing your coverage.

What is the Survivor Benefit Plan?

October 31, 2022

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.

The Anatomy of an Index

October 16, 2022

Since the S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Retirement Strategy: Money & Longevity

October 9, 2022

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.

The Blended Retirement system.

October 2, 2022

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.

What Is the 50/20/30 Budget Rule? Plus, How to Make it Work For You

September 25, 2022

While the concept of budgeting may sound overwhelming (and unachievable) at first, there is a simple solution to help ease your fears — it’s called the 50/20/30 budget rule.

How do I compute depreciation on a rental property?

September 19, 2022

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.