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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
Top 6 Cybersecurity Steps for Military Families
It seems like everywhere we turn, our news feed is filled with stories of credit card fraud, identity theft, and data breaches. This article outlines
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Why I Serve Veterans and Federal Employees
Just as you wouldn’t want a plumber wiring the electricity in your new home, you don’t want just anybody guiding you in your financial life.
Helping Your Parents Transition To Long-Term Care
In the fall of 2022, my mother had a mini-stroke. It was a wake-up call for my siblings and me when we realized she couldn’t
End-Of-Year Planning Checklist
If you’re like me, you’re probably thinking how can it be December? Where did 2022 go? Before we turn the page to 2023, there could
5 Estate Plan Documents Everyone Needs
Five Estate Plan Documents Everyone Needs As a financial advisor, I often talk with clients about their need for an estate plan. Far too often,
10 Financial Opportunities and Challenges Dual Military Couples Experience
When both members of a couple serve in the military, they share a greater understanding of the mission and life demands that come with putting
I Learned Everything I Needed to Know about Investing in Kindergarten
Investing Lessons from Childhood I had one of those “Aha!” moments recently. You know – the ones where you figure something out after a really