fbpx

** Latest **

Direct Your Money – Beneficiary Designation

Direct Your Money – Beneficiary Designation You know that having […]

Learn More

Your Future Self

Your Future Self One of the big problems with setting […]

Learn More

The What and How of I Bonds

The What and How of I Bonds With the recent […]

Learn More

College Funding

7 Reasons To Save For College In A 529 Plan

529 plans provide a tax-advantaged way to save for future education costs. Here are 7 reasons to use a 529 account.

Learn More

Life

Process Over Outcomes

Have you ever made a decision that didn’t work out […]

Learn More

Comparisons

Many people seem obsessed with comparisons to others.  This is pointless […]

Learn More

Focus On What You Can Control

There are many things that matter in life. There are also things that I can control. The overlap is what you should focus on. What should focus look like for your financial life?

Learn More

Enough

Enough There is a great story that floats around the […]

Learn More

Removing Our Blind Spots

We all have blind spots, and by definition, you can’t see your own. Let me give you an example. One time, I was having a conversation with a friend of mine. Let’s call him Dave. Dave was a retired investment...

Learn More

Planning

Micro-Actions Lead to Big Results

When tackling big, audacious goals, you don’t need big, audacious […]

Learn More

Tax Time Bomb

Are you building a retirement tax time bomb? Conventional wisdom […]

Learn More

Retirement Check-In – 10 Years Out

10 Years From Retirement Check-In Dreaming of the day you […]

Learn More

Financial Planning Under the Cone of Uncertainty

I am fascinated by hurricane tracking models.  Strange because I’ve never lived in an area prone to hurricanes.  The cone or funnel shape of the forecast shows the probable path of the storm over 5-7 days.  The “spaghetti” models are...

Learn More

Less Wrong Tomorrow

Real Financial Planning is not about being right today, it’s about being less wrong tomorrow. Airline pilots know this. For years, every time I met one, I would ask two questions. The first was, “Do you prepare a flight plan...

Learn More

Next Mission Answers Ten Questions For A Financial Planner

In a previous article, I discussed why it’s important to perform due diligence when you’re hiring a financial professional and how military members have unique requirements they should seek to address because of their benefits. Based on the questions I...

Learn More

10 Questions Military Should Ask Before Hiring A Financial Planner

Do a quick Google Search on “Questions to ask your financial advisor” and you’ll find a page of articles. All have a slightly different focus depending on whether they emphasize planning like this one from the CFP Board, or investments...

Learn More

Saving and Investing

Inheriting a Traditional IRA? New Rules May Increase Your Taxes

The SECURE changed the rules for Inherited IRAs. If you inherit a Traditional IRA it could cost you more in taxes. Here are some things you can do.

Learn More

How To Diversify Your TSP Holdings

The proposed TSP Mutual Fund Window is too expensive for small accounts. Here are some other options to diversify away from TSP and when and how you might consider using the Mutual Fund Window.

Learn More

TSP Mutual Fund Window – Too Expensive For Small Accounts

The Thrift Savings Plan (TSP) may soon provide access to mutual funds. Based on the current proposal is it a good deal? As proposed, the fees and expenses make it a bad deal for small accounts.

Learn More

TSP Rollover: 3 Reasons To Consider

TSP Statement Image[/caption] TSP Rollover: 3 Reasons To Consider You've left the military or federal government either for retirement or to take another job. What should you do with your Thrift Savings Plan (TSP) account? Do you leave it or...

Learn More

5 Ways to Optimize Your Saving

5 Ways to Optimize Your Saving for the Best Long-Term Results. Saving money is a critical component of long-term wealth.  Making savings a continuous habit is a key to that success.  These are a few of the tricks that I...

Learn More

The Power of Increasing Savings

The Power of Increasing Savings TL;DR - Three Key Takeaways Small increases in saving rates over a long period of time can have a significant impact on ending account values. Slowly increasing the amount of savings will be easier to...

Learn More
Go to Top