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Thoughts & Notes


Separation from Federal Service: A Guide for Federal Employees
An overview of pension and benefits for Federal employees who separate from Federal service.

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Feb 268 min read
182 views


To the Class of 2023
Start small. Be consistent. And persistent.

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Jun 7, 20233 min read
34 views


The Value of a Federal Pension
A pension is worth nothing until you retire. But, before you walk away from your pension, be sure you know what you're leaving behind.

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May 10, 20235 min read
76 views


What does the “debt ceiling” have to do with your personal financial situation?
Debt Ceiling and the Impact on Military, Veterans, and Federal Employees

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May 3, 20236 min read
27 views


What's the Best Way to Invest your Money?
An uncommon answer to one of the most commonly asked personal finance questions

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Apr 19, 20236 min read
32 views


Incorporating FEGLI into your financial plan
Leveraging Federal Employee Group Life Insurance to protect your family's financial future

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Apr 12, 20237 min read
35 views


Preparing for the military transition income gap
The military-to-civilian transition is financially uncertain and complex

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Apr 5, 20237 min read
28 views


In Some Cases, Roth Conversions May Make a Lot of Cents…
Roth Conversions: Considerations and a Case Study

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Mar 29, 20236 min read
33 views


To Roth or Not to Roth? It's a Big Question.
Roth vs Traditional? Are you managing your tax bill one year at a time? Or are you planning your lifetime tax bill?

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Mar 22, 20235 min read
34 views


Baby's First...Day as an Adult
A Short Checklist for New Adults and Their Parents

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Mar 15, 20234 min read
29 views


Why Pay for a Tune Up? The Car Is Running Fine!
The Value of Advice...Financial Advice

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Mar 9, 20233 min read
34 views
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