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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.  

 

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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?

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

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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