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!
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 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?
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!
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.