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Safeguarding Your Identity: Essential Tips for Financial Security

Nearly 33% of Americans have faced identity theft attempts, with a new case occurring every 22 seconds. In today’s digital age, it’s crucial to understand the risks and take proactive measures. Common Sense Protections Don’t let mail sit uncollected — put it on hold when traveling Review credit card and...

Summer, Please Don’t Go!

Why must the days get shorter? And the wind a little cooler? This time of year is rough for so many of us. Especially after a summer like we’ve had. We spent the vast majority outdoors, mostly chasing this little white ball! Our family is pretty competitive so it definitely...

Is Our TSP/401k Bailing Out the Government…Again?

Many of our clients have called because the news is blaring that the federal government has maxed out its credit again, and seems to be using our Thrift Savings Plan to bail them out again. Treasury Secretary Janet Yellen began “extraordinary measures” including: (1) redeeming existing, and suspending new, investments...

Family Fridays…Because Life’s Short!

Isn’t it weird that most of us (or maybe it’s just me!) need to experience pain before we change our behavior?

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Retirement’s a … Transition!

Hard to believe it’s been a year since Eddy retired as a Federal Agent! For years, I’ve advised spouses to be patient with each other through the retirement transition — especially when one of us is still working every day. To be honest, it’s been more challenging than I’d expected,...

Thank You for a Wonderful Birthday!

Our client family is the best. Thank you all so much for all the calls, cards and texts to help make my day extra special. My baby started middle school on my 49th birthday and we ended the day at our church’s Back to School Bash for the youth group....

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