Understanding the Federal Employees Retirement System (FERS)
As a former federal employee, I know firsthand that planning for retirement under the Federal Employees Retirement System (FERS) can feel overwhelming. In this guide, I’ll walk through the basics of FERS, highlight key benefits, and provide examples to help you better understand your options.
How Financial Advisors Get Paid (and Why “Fee-Only” Matters More Than You Think)
When you’re thinking about hiring a financial advisor, one of the first questions you should ask is: “How do they get paid?”
How Does the One Big Beautiful Bill Act Affect Me?
We believe it’s important to stay informed about these updates, even if they don’t
require an immediate review of your financial or tax planning strategies. Keep them in mind as you set goals and make plans, and be sure to discuss them with your financial or tax advisor during your next meeting to identify the most appropriate strategies moving forward.