by sven | Mar 11, 2025 | Uncategorized
What is a Thrift Savings Plan (TSP)? The Thrift Savings Plan (TSP) is a retirement savings and investment plan designed specifically for federal employees and members of the uniformed services, including the military. Established in 1986 as part of the Federal...
by sven | Mar 6, 2025 | Uncategorized
What is Holistic Financial Planning? Holistic financial planning is a comprehensive and evidence-based approach to managing your finances, ensuring that all aspects of your financial life work in harmony. Unlike traditional financial planning, which often focuses on...
by sven | Mar 4, 2025 | Uncategorized
What if money had a life cycle? What if, instead of viewing it as just numbers in a bank account, we understood it as a journey with defined stages? For most people, financial planning isn’t just about earning more—it’s about knowing what to do with that money at...
by sven | Feb 26, 2025 | Uncategorized
A record number of Americans now have $1 million or more saved in their 401(k)s—a milestone many dream of when planning for retirement. But despite this achievement, most retirees face a critical challenge: How do you turn your 401(k) into a reliable income...
by sven | Feb 24, 2025 | Uncategorized
Planning for retirement can feel overwhelming—especially when you’ve spent years working hard and now want to enjoy the fruits of your labor. With so many financial advisors available, it’s important to choose one who truly has your best interests at heart. For many...
by sven | Feb 20, 2025 | Uncategorized
When planning for retirement, many people focus on 401(k) plans or traditional IRAs, but there’s another option that’s ideal for small businesses: the SIMPLE IRA. This retirement plan provides tax advantages, employer contributions, and an easy-to-manage structure,...
