Many people have asked us about old financial papers and their current worth. The questions have included what to do with old bank certificates of deposit, old stock certificates, and ancient papers[…]

Our founder, partner, and financial advisor, Dan Searles CFP®, RFC®, CEP®, LUTCF explains what a financial planner does using examples from his family life.    If you’ll allow me the grace of an[…]

Oh, retirement. The one thing that almost everyone strives for. The end of the working life, and the beginning of a new, easier one full of traveling, family, and… not working. But even though[…]

Overview The retirement annuities under CSRS and FERS have a survivor benefit option that can provide your spouse with an annuity after your death. Your annuity can be up to 55% of your full[…]

As you're getting closer to retirement, you may be reaching out to your HR department trying to figure out how you can get good, accurate information from them. There’s some good news and[…]

If you're invested in the TSP and the TSP is your primary vehicle for retirement, then you may be wondering, "Do I need a financial planner? Isn't the TSP just managing my money for me?"[…]

As you get closer to retirement, you may begin to ask, "How do I maintain my standard of living through retirement?" This is a complicated issue to answer as you start to unpack it[…]

  When evaluating any sort of financial product, the first thing to understand is that financial products are just tools. When tools are used correctly, they can be effective. When tools[…]

  One of the big questions federal employees have is when is the best day to retire? There are several things that you want to take into consideration. Let's talk about FERS employees[…]