Top 10 Questions about RMDs
It’s time we talked about RMDs. I don’t mean “Really Messy Desks” or “Rapidly Melting Desserts.” (Though both of those realities are problematic and worth
Helping you prepare
for Federal Retirement
1) FERS CALCULATOR
This is a good first step as you develop
your plan for federal retirement.
2) monthly webinars
We host monthly educational webinars on
retirement topics for federal employees.
3) ARTICLES & VIDEOS
We have a growing library of articles
and videos for your education.
Helpful Articles & Videos
For Federal Employees
Fixing the Widow/Widower Tax Trap
Talk about a cruel example of adding insult to injury… Your spouse dies. A few months later, while you’re still reeling from grief, your CPA
Roth Conversion Break-Even Point
In this blog post and companion video, I want to address a question someone posted after watching one of our YouTube videos dealing with Roth conversions.
7 Critical Tax Years to Plan for in Retirement
Many retirees don’t know an important fact. (No, not the fact that “Pickleball resulted in about 67,000 trips to the ER in 2023.”)1 This fact:
4 Reasons to Avoid Traditional TSP
Byron thought he was doing “the retirement planning thing” right. He worked hard. He saved diligently. He watched the money in his traditional TSP grow
How to Reduce RMDs in the TSP
Susan’s new financial planner just gave her shocking news. Because of her age, she has to start taking minimum distributions (i.e., withdrawals) from her traditional
Latest Federal Retirement Videos
6 Videos
Federal Retirement’s not a new concept.
But it is new to you.
Your next chapter shouldn’t feel like a big mystery. And it shouldn’t be a source of anxiety or dread.
You need a financial advisor team you can trust… and a plan that leads to a meaningful future. Imagine using your wealth in a way that aligns with your deepest values and makes life better for others. Imagine how great it would feel to finish well.
Sound good? Then stop imagining and take the practical first step toward a meaningful future.
Here's How it Works
1. Get Acquainted.
Everything we do is built on relationships. So let’s meet. Tell us all about you–your history, your relationships, your dreams and your assets. As a christian financial advisor, we’ll gladly answer any questions you have about us. Learn more about us.
2. Create a plan.
Working together, we’ll tailor a plan that reflects your deepest beliefs and biggest hopes. Then we’ll implement that plan, carefully monitoring it, and making necessary corrections along the way.
3. Finish well.
You’ll navigate retirement with the confidence that you have enough. Even better, you’ll have a clear purpose and be positioned to invest in the causes that matter most to you.
Leave a legacy that aligns with your beliefs.
Retire with guidance
In unpredictable times and with constantly changing laws, converting retirement savings into regular retirement income can be confusing. Instead, be confident knowing what assets you need.
Retire with confidence
Most people fret about retirement. As a fiduciary financial advisor, our clients enjoy peace-of-mind knowing they’ll have the assets they need for the next chapter of life.
Retire with purpose
The best retirement isn’t “from” work. It’s “to” new challenges! We help our clients strategize ways to invest their resources in the things that matter most.
