Learn the financial strategies that federal employees should know to maximize retirement income, minimize taxes, and grow their TSP with confidence

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    You will discover...

    • Why you should fire your “water cooler advisor” (You may be surprised to find out that you’ve been taking their advice for years.)
    • The best age to file for Social Security (The answer to this age-old question may not be what you think.) 
    • The #1 asset available to federal employees (It’s been my experience that most federal employees don’t use it soon enough.)
    • How to break out of your “TSP Rut” (A common complaint I hear from federal employees is that the TSP investment options are either too high-risk or too low return. There may be another option.)
    • How to protect yourself from a 1700+% FEGLI premium increase (This alone makes federal employees wish they would have met with me 20 years ago.)
    • 4 common problems unprepared federal employees find when they retire (Many federal employees don’t discover these problems on their own.)
    • 5 Bad TSP Habits that federal employees should kick (They seem to make sense in theory, but they could be costly mistakes.)
    • Why a TSP life annuity could be a costly mistake (At first, it may look like a good option to avoid running out of money but read the fine print.)
    • Why your TSP could be a hefty tax burden for your family and how to lessen the load (You don’t have to be a CPA to understand this simple yet effective strategy.)
    • And Much, Much More!