Recent Posts
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
Military Topics
How Much is Your Military Compensation Actually Worth?
Understanding Your Entire Military Compensation For any servicemembers who are transitioning out of the military or perhaps daydreaming about what that might look like someday,
Small Goals, Big Impact
Goal Setting in 2021 Like many of you, I started the new year with a list of personal goals to make the most of 2021.
Financial Planning
Decoding Your Civilian Employee Benefits: Understanding and Utilizing Your Perks
Decoding Your Civilian Employee Benefits: Understanding and Utilizing Your Perks Active duty and retired military families are fortunate to have access to good medical and
Credit Reports and Scores Are More Important Than Ever!
Credit Reports and Scores are more important than ever! In July, the Federal Reserve raised interest rates one more time to reach a 20 year
What is MQFP®, and Why Do We Need It?
What is MQFP®, and Why Do We Need It? Since late 2021, some colleagues and I have been developing a certification for financial professionals who
Estate Planning Basics for Military Families
One of your most valuable (but rarely discussed!) military benefits is access to free legal assistance from your local Legal Assistance Office. The Legal Assistance
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
Side Hustle or Contractor Retirement Savings Options
Side Hustle or Contractor – You have options! Retirement savings options, that is. Technology and post-Covid acceptance of remote work has created more opportunity than
Taxes
How Much is Your Military Compensation Actually Worth?
Understanding Your Entire Military Compensation For any servicemembers who are transitioning out of the military or perhaps daydreaming about what that might look like someday,
Top 7 FAQs for Military Real Estate Investing
Understanding Real Estate Investing for Military There are numerous ways to engage in real estate investing. There’s flipping, commercial offices, wholesaling, investing in notes, and
Do Military Families Really Need a Financial Planner?
Do Military Families Really Need a Financial Planner? I am frequently asked some form of this question, and my short answer is, “Yes, military families
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