Cryptocurrency & Bitcoin Basics
This article explains basic information about cryptocurrencies, including what they are and how to use them.
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.
This article explains basic information about cryptocurrencies, including what they are and how to use them.
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.
This article explains the pros and cons of dollar-cost averaging and the role it plays in investing.
Guide your clients in the creation and maintenance of their trusts. This article will help them understand the maintenance processes involved.
This article details the different types of insurance that are a necessary part of a healthy financial plan.
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.
What makes up your investment portfolio? Read on to learn more about asset allocation and how you can balance potential risks and rewards.
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.
Happy Military Appreciation Month! To celebrate, we're sharing our top 5 simple financial tips for military members and their families.
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 is causing prices to rise for everyday consumers. How will this rise affect your overall strategy?
Having a tax-focused understanding of your investments is an important component of preserving wealth. Here are a few tips for high-earners.
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 new deductibles and premiums have been adjusted for 2022. Do you know what's changed?
Every March we celebrate National Mom and Pop Business Owners Day. Connect to your community and explore the small businesses that make up America.
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.
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.
As global energy prices fluctuate and the Fed ponders its next move, concerned investors have questions.
While they’re both worth getting excited over, it’s important to understand the fundamental differences between tax credits and tax deductions.
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.