https://youtu.be/cz3oCcaweoU An amazing and happy retirement is 20% money and 80% everything else. Getting your money right is a great start but you certainly can’t stop there. Here are 7 things that happy retirees do (most of which cost $0). Get Organized The happiest retirees have Read more…
https://youtu.be/OzbsSFc3kaU Some states are expensive to live in and some are expensive to die in. But before you get too sad about it, most of you probably won’t owe any death taxes. But some of you will. It depends on where you live and how much you have. What Read more…
https://youtu.be/CznfAWU29xs Retirement planning can be stressful. There is so much info/noise out there that it is hard to know what to actually do. That is why we created the ultimate retirement checklist outlining exactly what you should be thinking about 10, 5, 3, and 1 year before retirement. Read more…
https://youtu.be/18rgjBfd22U Having an amazing retirement is really simple. I have seen 1,000’s of federal employees retire and those with great retirements all follow the same 5 steps. But while simple, not all these steps are easy. The Fundamentals There are 5 core steps to reaching financial Read more…
https://youtu.be/K3NN-U3r8zY It turns out that 67% of America does a lot of things like… 67% of Americans use Social Media. 67% of Americans own a pet. 67% of Americans live paycheck to paycheck. 67% of Americans eat chocolate on Valentines day. Also, 67% of Americans don’t have Read more…
Unless you’ve been living in a cave for the last 6 months, you know that 2022 has not been a pretty year for the TSP (Thrift Savings Plan). The market (C and S funds) has gone down significantly which has made even the calmest investors nervous. And in Read more…
https://youtu.be/53Ly-evf74k The mutual fund window (which is scheduled to be released in the summer of 2022) is an exciting new feature but has a dark side. It can be much more expensive. What is a Mutual Fund Window? For those that aren’t familiar with what a mutual fund Read more…
Warren Buffett is a legend. With a net worth of more than 115 billion $, he obviously knows something about money. But Buffett is different from most of the world’s ultra-wealthy. Unlike Jeff Bezos or Elon Musk who built businesses that provide goods and services, Buffett Read more…
Many federal employees complain about the lack of investment choice inside the TSP given there are only 5 core choices. But what if there were 5,000+ investment choices? Would that be better? Believe it or not, come the summer of 2022 it looks like thousands of options Read more…
Question One thing my Financial Advisors did to lower our retirement taxes was to convert our TSP Traditional to an IRA Roth and pay the taxes now within the next couple years. The reason was to ensure we are not in a higher income for Medicare Part B is one Read more…
