SBP Decision (or Insurance) To Solve A Cash Flow Problem
SBP Decision (or Insurance) To Solve A Cash Flow Problem This is part 2 of our series on the Survivor Benefit Plan (SBP). The SBP decision is one of the biggest [...]
SBP Decision (or Insurance) To Solve A Cash Flow Problem This is part 2 of our series on the Survivor Benefit Plan (SBP). The SBP decision is one of the biggest [...]
Survivor Benefit Plan - The Big Decision One of the biggest decisions military members face during their retirement transition is whether or not to take the Survivor Benefit Plan (SBP). The [...]
I feel like I'm starting late. Am I Behind? I’ve talked with several people recently who have all expressed the concern that they were approaching military retirement and felt like they [...]
Mid-Year Tax Review I know you’re probably feeling like you just finished taxes, but as we head into the middle of the year it’s a good time to check your tax [...]
Plan Process Product Trying to decide on what you’ll invest in before understanding where you are and where you want to go is like trying to decide if you should use [...]
Tax Strategy & Tactics: Build and Execute Your Plan Did you pay enough in taxes this year? You may be saying Mike, that is a dumb question. I paid TOO much [...]
Retirement Red Zone The retirement red zone is the 5 years before and after retirement. This is the time when the sequence of portfolio returns is most important. The sequence of [...]
Avoid The Post-Military Retirement Tax Shock Your military retirement transition introduces big changes across many fronts. Many of the decisions you will make during this period can have a long-term financial [...]
Discretionary Dollars In a previous article (LINK), I introduced the concept of Minimum Lifestyle Expenses (MLE). MLE is composed of your Food, Utilities, Transportation, Housing, and Healthcare. Income above this level [...]
There are lots of important numbers to keep in mind when thinking about financial planning and taxes. In some cases, those numbers are annual limits that change each year. Other times, [...]