When you want to begin using your money you can initiate a TSP withdrawal from the TSP.gov website. This new phase of beginning to use your money may cause concerns about ensuring you never run out of money in retirement. A safe alternative to taking a TSP withdrawal is to transfer your Thrift Savings Plan…
The traditional approach of getting a 529 College Savings Plan has become more and more irrelevant for military families. Often, parents transfer their Post-9/11 GI Bill benefits or hope for one of many Military Child Scholarships that are given each year. Times are rapidly changing and this is why we created the Junior Veteran Plan!…
The Regular Military Compensation Calculator and a little know yet effective tool that can be used to understand your full active duty compensation. This is helpful when preparing for military retirement or transition from active duty in order to compare expectations for civilian pay. Why Use Military Compensation Calculator? Service members and retired veterans receive…
Your Biggest Lifetime Expense: Taxes on Military Retirement There is one major problem that everybody ignores, yet I think that this is the greatest cost over any individual’s lifetime and the greatest risk to the American people and the American way of life: taxes. I encourage you to understand the true history of the…
Conventional + Ordinary = Mediocrity When I did my military to civilian transition I became an adviser at a typical financial planning firm, I had gone through all the standard trainings and licensing. I wasn’t a Certified Financial Planner (CFP), but it’s not that hard to learn the standard retirement planning philosophy and basically follow…
Modern Military Retiree Financial Solutions It’s Time to Stop Taking Orders. It’s Time to Take Control. Your choices, made with financial expert guidance. As a soldier you have dedicated your life to the service of others. Their protection, security, and freedom. It’s an honor, a privilege, and a sacrifice. But what about those closest to…
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