Check out the new withdrawal options that apply to everyone who owns a TSP account.
I've been straying off the beaten path lately in my work at The Table. Delivering unbiased financial advice without a product sales pitch is important to me and the work I do as a CFP® and an AFC®. I became intrigued by making short little videos such as this one for my clients and friends … Continue reading One-minute videos: my new obsession!
Hi all, I haven't been here in a while and for lots of good reasons, at least that's what I have been telling myself. I'm not a slacker. That would be negative self-talk, and we are not practicing that here. What have I been doing, you ask? I've been onboarding a good number of new … Continue reading IT’S OFFICIAL!!!
Today is the deadline for receiving many of the needed tax documents to start preparing your 2018 taxes, including W-2s and 1099-Rs. So let's take a minute to talk about tax refunds. A tax refund is not free money. It is your money that the government has been allowed to hold throughout the year without … Continue reading Tax Refund = Your Money
I'm procrastinating. I need to polish off the financial aid applications to all the schools where our daughter applied. Instead, I'm writing this blog about it. I figured some of you may be in my boat. The essays are written. The admissions applications were wrapped up two weeks ago. But the sticker shock is still … Continue reading Deadlines are approaching