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News Articles

Financial Articles I have written or been quoted in.

The articles and interviews below cover a variety of topics from being interviewed on several podcasts to writing articles and providing comments for financial publications such as Kiplinger's.  I have focused on military financial topics answering questions about things such as the blended retirement system, the thrift savings plan, survivor benefit plan, investing, and other military financial topics.  I have enjoyed educating the general public through these articles and interviews and hope to continue educating the larger military and veteran community about military financial considerations.  


Interview in Real Life Planning podcast.  Thumbnail

Interview in Real Life Planning podcast.

In Episode 16, I talk to Scott Vance about the unique financial planning scenarios of military families. Learn about his insights on investments and owning rental properties while on active duty. I hope you can stick around to get productivity tips from Scott for a successful transition from a military career to a civilian entrepreneur.

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The Equifax Hack Thumbnail

The Equifax Hack

I have been contacted by several clients asking Are they effected? What is the threat? and What to do? This hopefully answers some of your questions and gives you a path for the way forward.

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Are you a Real Estate Professional? Thumbnail

Are you a Real Estate Professional?

It does not matter if you are a bookkeeper, Enrolled Agent, CPA, Attorney or an employee of the IRS the tax code is daunting and easy to misinterpret. Even if you understand it the application of the regulation presents a further complication.

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Seven Common Retirement Mistakes Seen by Financial Planners Thumbnail

Seven Common Retirement Mistakes Seen by Financial Planners

If you’re like a lot of folks, one or all of these are something you want to do in retirement someday. And to help turn these visions into reality, you’re probably contributing to a 401(k) or IRA, hoping that compound growth will help you build a nest egg sizable enough to make those dreams come true.

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