Planning

SBP Open Season:  Should You Opt In or Opt Out? You often don’t get a second chance on your SBP  

This is part 3 of our series on the Survivor Benefit Plan (SBP).  It provides an SBP Case Study.  Links  

SBP Decision (or Insurance) To Solve A Cash Flow Problem This is part 2 of our series on the Survivor  

Survivor Benefit Plan - The Big Decision One of the biggest decisions military members face during their retirement transition is  

I feel like I'm starting late. Am I Behind? I’ve talked with several people recently who have all expressed the  

Mid-Year Tax Review I know you’re probably feeling like you just finished taxes, but as we head into the middle  

Plan Process Product Trying to decide on what you’ll invest in before understanding where you are and where you want  

Tax Strategy & Tactics: Build and Execute Your Plan Did you pay enough in taxes this year?  You may be  

Retirement Red Zone The retirement red zone is the 5 years before and after retirement.  This is the time when  

Avoid The Post-Military Retirement Tax Shock Your military retirement transition introduces big changes across many fronts.  Many of the decisions