Recent Posts
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
Should Military Families Open a Trump Account?
For my friends who live under a rock as far as tax law goes, the recent passage of the OBBBA spending bill creates a new
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
Military Topics
Financial Planning
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
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