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.

Cryptocurrency & Bitcoin Basics

July 4, 2022

This article explains basic information about cryptocurrencies, including what they are and how to use them.

Active vs. Passive Investing: It's Time to Understand the Difference Once and For All

June 27, 2022

As you ramp up your investing efforts, you'll need to understand the difference between active and passive investing. Find out which strategy may be right for you with this helpful guide.

Risk Management: Dollar-Cost Averaging

June 20, 2022

This article explains the pros and cons of dollar-cost averaging and the role it plays in investing.

Estate Planning: Living Trusts

June 13, 2022

Guide your clients in the creation and maintenance of their trusts. This article will help them understand the maintenance processes involved.

Risk Management: Property, Casualty, Life, Disability, and Extended Care Insurance

June 6, 2022

This article details the different types of insurance that are a necessary part of a healthy financial plan.

8 Step Summer Financial Checkup

May 30, 2022

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

Risk Management: Asset Allocation

May 23, 2022

What makes up your investment portfolio? Read on to learn more about asset allocation and how you can balance potential risks and rewards.

Thrift Savings Plan Life Cycle funds

May 15, 2022

What is your Thrift Savings Plan invested into? Life Cycle fund? What is that? The Life Cycle fund is the default investment in the Thrift Savings plan for new military members and federal employees. It is also a choice for more senior military members and employees. The Life Cycle fund provides a simple way for a member to invest with little need to monitor and make changes.

May Is Military Appreciation Month: 5 Financial Tips For Every Military Family

May 8, 2022

Happy Military Appreciation Month! To celebrate, we're sharing our top 5 simple financial tips for military members and their families.

Thrifts Savings Plan Roth Conversions

May 1, 2022

Your family has worked hard for that money in your TSP and your military pension. You probably have substantial pretax dollars in your TSP as you may not have known about the Roth option and even if you did and made that change, the matching service contributions are made in pretax dollars. You've heard of Roth conversions but aren't sure if it will benefit you.

Inflation Creeping into Personal Finances

April 26, 2022

Inflation is causing prices to rise for everyday consumers. How will this rise affect your overall strategy?

Tax Strategies for High Earners

April 19, 2022

Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.

Why More Americans Are Retiring Now Than Ever

April 10, 2022

You’ve probably been hearing about “The Great Resignation” as more Americans than ever are leaving their jobs. We examine why this is happening in our latest informative article.

Medicare's 2022 Premiums and Important Dates

April 3, 2022

Medicare's new deductibles and premiums have been adjusted for 2022. Do you know what's changed?

Celebrate National Mom and Pop Business Owners Day

March 28, 2022

Every March we celebrate National Mom and Pop Business Owners Day. Connect to your community and explore the small businesses that make up America.

The Great Resignation: By the Numbers

March 21, 2022

Last year, the U.S. Bureau of Labor Statistics announced that 4.3 million Americans, or 2.9% of the entire workforce, quit their jobs in August of 2021.

Ukraine and Market Volatility

March 14, 2022

In uncertain times, our highest priority is helping our clients keep emotions out of investing and ensuring you remain focused on your long-term financial goals.

The Fed Has an Eye on Ukraine

March 7, 2022

As global energy prices fluctuate and the Fed ponders its next move, concerned investors have questions.

What Is the Difference Between a Tax Credit and a Tax Deduction?

February 28, 2022

While they’re both worth getting excited over, it’s important to understand the fundamental differences between tax credits and tax deductions.

How to Calculate Your Net Worth & Why It Matters

February 21, 2022

Net worth is just one part of your financial picture, but it’s a good diagnostic to know. Learn more about how to calculate your net worth and why it matters.