Recent Posts
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
Military Topics
Financial Planning
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
Taxes
Military Payroll Tax Deferral
Military Payroll Tax Deferral Explained On August 8, 2020, President Donald Trump issued a memorandum allowing the military payroll tax deferral for any employee earning
What is Concurrent Retirement and Disability Pay?
Understanding Concurrent Retirement and Disability Pay If you are currently serving in the military and receiving disability pay, you are probably familiar with the fact
Deducting Reserve Expenses
Understanding when you can deduct Reserve expenses While for many of our National Guard and Reserve servicemembers, traveling to monthly Battle Assemblies right now is