Positively impact the lives of Federal Employees
with our knowledge base and skills through
successful retirement planning strategy.
Positively impact the lives of Federal Employees
with our knowledge base and skills through
successful retirement planning strategy.
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
How Long Will It Take to Pay my Balance?
How much do you need to save each year to meet your long-term financial goals?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.