thoughts &
notes

Good basic introduction to Medicare

But always watch out for companies selling you Medicare Advantage when you might be better off long term with Medigap (Medicare...

How do stocks perform during recessions?

The word 'recession' has been getting used a lot more lately in the media. So it got me thinking about how stocks perform during...

5 Tips to Prepare for Military Separation

1. Job Searching Early: Some employers allow you to apply up to 180 days before the end of your contract. Make sure to take...

CDs to Retire Early?

I recently received a notification from my credit union offering a 3.3% APY CD that matures after 33 months, and the high interest rate...

Thrift Saving Plan Changes

Happy Friday! Last month, the TSP added some new features, but if you don’t log on to the website often, like I don’t, here is a quick...

How we keep pace with inflation

Inflation is at a 40 year high in 2022. A lot of our clients (especially our retirees) are asking how we make sure their savings and...