My new YouTube channel

I know that somewhere on the ASU campus (#1 in innovation, 5 years running), my college freshman daughter is either rolling her eyes or giving me a virtual high five as she reads this blog. I now have a YouTube channel called Military Money Minute.  (Go ahead, hit the link, check it out!) If the … Continue reading My new YouTube channel

If you have wanted to know more about estate planning without any products being marketed, this video is it.  Produced by the Office of Financial Readiness for their target audience of military families, it truly applies to anyone who wants to know they are thinking about the right things and need some pointers on where … Continue reading

One-minute videos: my new obsession!

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!

Review your Post-9/11 GI Bill benefits

Every military family should consider the Post-9/11 GI Bill benefit as part of their family's financial plan.  The benefit began as a recruiting and retention tool for use only by the service member.  Since 2009 when the educational benefit became transferrable to the service member's spouse and children, it has further eased the financial burden … Continue reading Review your Post-9/11 GI Bill benefits

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?