Blogs

TSP: Love it

TSP has evolved over the last several years to become something very different than the original program that received its first contributions back in 1987 and has now become the largest defined contribution plan in the world.   So, what's the word about TSP?

VA Refinance Now?! YES!

For my military and veteran clients looking at their 2019 budget, I want to make you aware of an opportunity.  It's called the Interest Rate Reduction Refinance Loan, or as the acronym-crazed military would say, the IRRRL.  Most lenders call it the VA Streamline Refinance.  Whatever you call it, don't miss this prime opportunity!

4 Beloved F-words for the New Year!

I feel a mix of excitement and trepidation as I ponder my new year's resolutions while also thinking about a new year of blogs.  So with that, I would like to share my thoughts on some well-loved "F-words” that commonly pop up on the resolution list.

Prevent Cracks in Your Nest Egg

As 2018 draws to a close and you look at retirement savings goals for 2019, I want to offer some thoughts on your nest egg beyond just "Save, Save, Save!" into those 401(k) and IRA accounts.