You scheduled a call. Now what?
https://videopress.com/v/BWH7ICT8?preloadContent=metadata Unsure if you are on track for retirement? Looking for unbiased advice? You are in the right place. I do not sell anyone's products -- I work only for you, my client. I can help you with everything from a 401(k) rollover to a complete retirement income analysis. Click HERE to get on my … Continue reading Get Retirement Ready
[My blog post on the MFAA website this week] The Post-9/11 GI Bill offers potentially the most valuable and flexible VA educational benefits to date. Eligibility extends across all service statuses – Active Duty, Guard, and Reserve. Servicemembers who have already earned a college degree as part of their military service still qualify for use … Continue reading Maximize Your Post 9/11 GI Bill Benefits
Good news for TSP participants! Starting July 1, 2020, TSP will have ten Lifecycle (L) Funds to choose from instead of the five currently available. The addition of the new L Funds will create target dates separated by only five years instead of ten, allowing you to more precisely target the time when you think … Continue reading TSP Lifecycle Fund changes!
I want to give a big shout out to Kate Horrell. She tirelessly provides information and support in the financial best interest of military families. She recently had a conversation with me and my friend Adrienne over at Clear Insight Financial Planning about our new network of military-focused comprehensive financial planners. [link to Kate's post] … Continue reading MFAA Take-off!
Today is the official launch of a new organization: Military Financial Advisors Association We are dedicated to bringing comprehensive financial planning to active duty and reserve service members and their spouses, as well as veterans of all ages. All advisors are fee-only planners whose practices operate under a fiduciary oath: your best interests are first … Continue reading Introducing MFAA!