News & Updates

Considering TSP Withdrawal to Pay Off Mortgage

If you are considering withdrawing from your TSP to pay off your mortgage, please know that doing so could come with significant tax...

Forget About the Retirement Age

When should I retire? What's the best time to retire? How much do I need to retire?

Federal Employees in the Trump Administration

When you leave federal employment, will it be on your terms or those of the Trump administration? One of the first executive orders...

Considerations of a Pension Buyout

Should you take a pension buyout as a lump sum, roll over to an IRA, or wait until retirement age and receive a monthly payment?

Making a Case for Whole Life Insurance

It is common knowledge that whole life insurance premiums are more expensive than comparable types of life insurance, particularly term...

FEGLI Open Season 2016

September 1 through September 30, 2016 will be the first FEGLI (Federal Employees’ Group Life Insurance) Open Season since 2004. This...

Thrift Savings Plan: Roth TSP or Not?

In 2012, the Roth TSP became available to federal government employees for the first time. Non-government workers had been given the...

TSP Withdrawals While Working

If you are wondering “can I take money out of my TSP early”, you should know that the Thrift Savings Plan (TSP) allows for two (2) types...

Are you missing out on tax-free income?

A mutual fund is an investment company that pools the money of hundreds and even thousands of investors and purchases (invests) financial...

Stock and Bond Investing Basics

When a company seeks capital (money) to grow, they turn to investors in the capital markets to raise these funds. Investors can be...