Recent Posts
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,
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
Military Topics
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
Divide and Conquer – How to Create an Electronic Envelope System
Have you ever felt that no matter how hard you try, sticking to a budget is like trying to hold water in your hands? Do
Blended Retirement System: Evaluate the Lump Sum Option
Unlike some civilian pensions, there is no option to take the full military pension as a lump sum. However, servicemembers retiring under the Blended Retirement
PCS Season: Organize Your Financial Life
PCS Season: Organize Your Financial Life Whether you’re motivated by an upcoming PCS or it’s simply time for a little desk drawer cleaning, the
Tricare for Life – Is It Really Free?
Tricare for Life – Is It Really Free? Military retirees, including reserve retirees over age 60, are familiar with the retiree Tricare drill. And when
Financial Planning
Estate Planning Basics For Military Members
Estate Planning Basics for Military Members One of the most common questions I get from military members related to estate planning is along the lines
What Exactly Does A Comprehensive Financial Plan Look Like?
The first step toward long-term financial stability and living the life you’ve always wanted to live is to create a thorough financial plan. But what
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
Social Security – The Basics
Social Security – The Basics You pay your payroll taxes every month but unless you’re close to retirement, you probably don’t give Social Security much
Selecting a Financial Advisor
Selecting a Financial Advisor If you’re on this website, there’s a good chance you are looking for someone to help you with a financial question
Conducting a Home and Auto Insurance Review
Conducting a Home and Auto Insurance Review Many consumers are shocked when they receive their annual insurance bills. Rates for auto and homeowners’ insurance are
Taxes
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.
Military Tax Preparation Options
In addition to being an investment advisor, I am also a tax professional. People will sometimes jokingly accuse me of preferring complicated tax laws because
The C-Word(s)
If you really want to upset someone, use the C-Word. Or the other C-Word. If you want to really get them spinning, use the other,
How to Tame Your Tax Dragon: Review Your W-4
It’s just about tax time and almost nothing drives anxiety more than worrying if you might owe a lot at tax time. Or, maybe you’re
College & Education Planning
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
New Law Changes Handling of VA GI Bill Program Debts
New VA Management of Education Debts The Johnny Isakson and David P Roe, M.D. Veterans Health Care and Benefits Improvement Act of 2020 passed into
Investing
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
Series I Bonds: Is it time for an exit strategy?
Series I Bonds: Is it time for an exit strategy? When it comes to inflation and our financial lives, inflation receding is a good thing.
Veterans Affairs (VA) Loan Assumption, Good Deal for Me?
Veterans Affairs (VA) Loan Assumption, Good Deal for Me? Mortgage interest rates have hit a 20-year high with average new mortgage rates over 6%. Higher
A Military Family’s Guide to Buying a Home
Recently, I’ve had several discussions with clients who are in the middle of a PCS (permanent change of station) or preparing for one. No tears