- Blogs
- Economy & Investments
- Economy & Investments
- Economy & Investments
- Estate, Legacy & Life Events
- Estate, Legacy & Life Events
- Federal Retirement Planning
- Federal Retirement Planning
- Financial Planning Foundations
- Financial Planning Foundations
- Financial Planning Foundations
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Medicare, FEHB & Tricare
- Medicare, FEHB & Tricare
- Planning Your Federal Retirement
- Podcast
- Secret Millionaire- the value of federal benefits
- Secret Millionaire- the value of federal benefits
- Social Security
- Survivor Benefits
- Survivor Benefits
- Survivor Benefits
- Tax Planning
- Tax Planning
- Tax Planning
- Thrift Savings Plan
- Thrift Savings Plan
- Videos
-
Additional Coronavirus Relief (CARES ACT)
As COVID-19 continues to affect the nation, Congress has been working on additional measures to provide relief to Americans. Having…
-
Coronavirus Tax Relief
As the nation continues to grapple with the coronavirus (COVID-19), the United States government has begun taking measures to offer…
-
Coronavirus (COVID-19) Update
In consideration of the health and well- being for all, we have decided to operate from a closed office environment.Normal…
-
Coronavirus (COVID-19) Contingency Plan
Concern over the Coronavirus (COVID-19) has not only rattled world stock and bond markets it has disrupted daily activities we…
-
SECURE Act (“Setting Every Community Up for Retirement Enhancement”)
The SECURE Act and certain “Tax Extenders” were passed by both the House and Senate in conjunction with the recent…
-
Federal Employees’ Group Life (FEGLI) – Option B
Federal Employees’ Group Life Insurance is a benefit available to active and retired federal employees. Unlike many private sector group…
-
Almost Tax Time!
1099’s, W-2’s, and other tax documents are arriving on a daily basis. Our goal is to minimize the stress associated…
-
Mortgage Rates Drop – Near historic Lows
The global landscape for mortgage rates has changed drastically over the last decade.
-
End of Year Tax Planning- Part 2
Taxes are a critical part of each client’s financial plan. Our job as financial planners is to look at the…