Retirement Planning • TSP / 401K Advisory
For Government Employees
• Employee benefits analysis
• FERS, CSRS, TSP
• TSP Rollover changes & options
• Strategic TSP allocation & rebalancing
• State of Florida FRS & Drop choices
For Business
• 401(k) allocation & rebalancing
• Specialized Federal tax incentives
• Property tax reduction
• Hiring incentives & tax credits
• Business expense reduction
For Individuals & Families
• Expert financial advice
• 401(k) guidance & rebalancing
• Investment portfolio review
& recommendations
• Tax advantaged retirement planning
• Risk management & insurance
Newsletters
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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All-in-One Funds: Targeting Time or Risk?
This article discusses target-date funds and lifestyle funds, with the more common of the two based on time horizon rather than risk.
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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
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Business Cycle Basics: Recessions Begin and End Before We Know It
This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.