Recent Posts
I Have A Military Pension: Do I Still Need An Emergency Fund?
I Have A Military Pension: Do I Still Need An Emergency Fund? For years, the standard financial advice has been simple: Keep three to six
Women Veteran Business Owners: 5 Things You Need to Know to Start and Grow a Successful Business
Women veterans are one of the fastest-growing segments of business owners in the United States. Drawing on leadership, resilience, and mission-driven experience gained through military
Cost Segregation Studies: A Smart Tax Move… Sometimes
Cost Segregation Studies: A Smart Tax Move… Sometimes If you are a landlord with rental properties, you’ve probably read an article or listened to a
Military Topics
Rolling out of the military: Do I have to roll out of the TSP?
Rolling out of the military: Do I have to roll out of the TSP? Getting out of the military, whether at the end of your
Qualifying Life Events: How a PCS Affect Your FSA Benefits
For military personnel, managing Flexible Spending Accounts (FSAs) during transitions like a PCS can be complex, especially when it comes to adjusting healthcare and dependent
Your Pension and Your Portfolio
Your Pension and Your Portfolio So you have a pension, now what? Retirement income is difficult to imagine. For many folks out there, retirement savings,
Financial Boot Camp for New Military Parents
Financial Boot Camp for New Military Parents Congratulations on adding a tiny new recruit to your family. Welcome to parenthood, a mission more challenging and
DoD Healthcare FSA – What You Need To Know
DoD announced that military members will soon have access to a healthcare Flexible Spending Account (FSA). FSAs allow members to elect to have a portion
20 Good Years – Reserve Retirement
“20 Good Years” The Basics of a Reserve Component Retirement If you’re a traditional or individual reservist or a member of your state’s national
Financial Planning
I Have A Military Pension: Do I Still Need An Emergency Fund?
I Have A Military Pension: Do I Still Need An Emergency Fund? For years, the standard financial advice has been simple: Keep three to six
Cost Segregation Studies: A Smart Tax Move… Sometimes
Cost Segregation Studies: A Smart Tax Move… Sometimes If you are a landlord with rental properties, you’ve probably read an article or listened to a
11 Ways to Reset, Refocus, and Win in 2026
As we wrap up 2025, now is the perfect time to reflect, reset, and plan for next year. These smart financial moves will help you
He Was 96: The Financial Lessons His Life (and Death) Taught Us
He Was 96: The Financial Lessons His Life (and Death) Taught Us My oldest client died last night. He was 96. I received this news
Flip The Value: Facing Decisions
Flip The Value: Facing Decisions Lost golf balls I have a confession to make. I don’t like looking for golf balls. If you golf, you
Understanding VA Mortgages and IRRRLs
Understanding VA Mortgages and IRRRLs: Save Money with Your VA Benefits Generally, homeownership is viewed as a cornerstone for building wealth. As World War II
Taxes
Cost Segregation Studies: A Smart Tax Move… Sometimes
Cost Segregation Studies: A Smart Tax Move… Sometimes If you are a landlord with rental properties, you’ve probably read an article or listened to a
Taxes for Teenagers
I knew I was off track when my 21-year-old daughter asked me, “Dad, how much do I get in taxes?” She was either being cheeky,
The Million Dollar TSP
The Million Dollar TSP Are you approaching or reached a million dollars in your Thrift Savings Plan (TSP)? Congratulations! More than likely, your retirement goal
6 Tax Moves To Consider In 2025
Military Veterans often face changing financial situations, from untaxed benefits and combat zone tax exclusions to special bonuses and, finally, the transition to retirement or
Tax Tips and Understanding the New 1099-K Reporting Requirements
Note: This post provides information accurate as of the date of publication and is provided for educational purposes. For personalized advice, consult with your own
When Veteran Business Owners Should Make an S Corp Election
Many military members and Veterans are venturing into business ownership these days. In fact, 5.5% of business owners in the U.S. were Veterans in 2024.
College & Education Planning
Scrubs and Student Loans: Financial Planning for Military Medical Professionals
Scrubs and Student Loans: Financial Planning for Military Medical Professionals You’ve put in the hours, the degrees, the residencies, and the deployments. You’ve juggled patients
GI Bill for Guard and Reserve
Navigating the many GI Bill For Guard and Reserve options I have been a member of the Air National Guard for almost 25 years at
Student Loan Update- Where are we now?
For many student loan borrowers, the CARES Act, which paused student loan repayment and drove interest rates to 0.0%, was an extraordinary gift. Since that
SECURE Act 2.0: Expanded College Savings & Roth IRA Opportunities for Military Families
SECURE Act 2.0: Expanded College Savings & Roth IRA Opportunities for Military Families Leading into the New Year, Congress passed a $1.7 Billion spending package
5 Mistakes To Avoid When Splitting the GI Bill
5 Mistakes To Avoid When Splitting the GI Bill The Post 9/11 GI Bill is a fantastic benefit for those who served in the military
Act Now–Become Debt Free!
Act Now, Become Debt Free with PSLF! You could save you thousands of dollars thanks to temporary changes to the Public Service Loan Forgiveness
Investing
Cost Segregation Studies: A Smart Tax Move… Sometimes
Cost Segregation Studies: A Smart Tax Move… Sometimes If you are a landlord with rental properties, you’ve probably read an article or listened to a
Rolling out of the military: Do I have to roll out of the TSP?
Rolling out of the military: Do I have to roll out of the TSP? Getting out of the military, whether at the end of your
The Veteran’s Guide to TSP Rollovers
The Veteran’s Guide to TSP Rollovers Separating and retiring military servicemembers (& federal employees) are often faced with a number of financial decisions. One of
Back to Basics: Account Types
Back to Basics: Account Types Some years ago, when some of our fellow steely-eyed killers started swapping paint at 600 knots a bit too frequently,
The Balance Sheet Deception: Understanding the Liabilities of Assets
Veterans aren’t strangers to the concept of assets and liabilities. One of the first things anyone does when thinking about personal finance is to map
What Veterans Need to Know About Corporate LTIs
As a financial planner, I focus on helping veterans transition into the corporate world following their military career. Veterans are often unfamiliar with the many