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  • How to Max Perform Holidays with Family

How to Max Perform Holidays with Family

December 3rd, 2022|

Holidays are stressful enough, but sometimes they're your best chance to have a tough conversation with family members. Read on for tactics to max perform your holidays!

  • Where to Stash Your Cash

Where to Stash Your Cash

November 20th, 2022|

Where to stash your cash is a perennial problem. Now that interest rates are rising, here's what you need to know to max-perform your cash holdings!

  • Bucket List Planning for the Young

Bucket List Planning for the Young

November 12th, 2022|

You have a long time before you "kick the bucket," but how long do you have before you don't own your children's time to make memories for your family? Do you need a bucket list for age 14? Maybe 18?

  • Getting Real About College

Getting Real About College

October 16th, 2022|

College costs are brutal, so how can parents think about the college planning process to balance the price tag and the benefits?

  • Cars Steal Wealth

Cars Steal Wealth

September 3rd, 2022|

Cars generally sink in value. The current supply chain challenges will abate. When cars depreciate, they steal your wealth!

  • Should you rollover your TSP to an IRA

Should Rollover Your TSP to an IRA?

August 21st, 2022|

The TSP served you well in uniform, but after retirement or separation, you can finally start jockeying the throttles with this part of your retirement savings. But is it a good idea to rollover your TSP to an IRA?

  • Should you own bonds

Should You Own Bonds?

July 24th, 2022|

Some might say stocks are like fighter jet—sleek, sexy, and high-performing. Does that make bonds a C-130—generally reliable, workhorse, but maybe not as fun play around with?

  • Give now or give later

When is the Best Time to Give?

June 10th, 2022|

The best time to give depends on a lot--taxes, fulfillment goals, and competing uses for your assets. What should you consider about giving?

  • Saving Versus Investing

Saving versus Investing

May 22nd, 2022|

It can be difficult to choose saving versus investing. Let's take a look at the differences, similarities and how to choose.

  • Lt Millionaire Main Picture 2

How Lieutenants Become Millionaires Part 2

February 27th, 2022|

Graduating from a 20-year military career with a million-dollar nest egg is well within reach for new officer. Modest savings in the Thrift Savings Plan (TSP) added to the traditional defined benefit pension for 20+ year military retirees can make today’s butter bars into tomorrow’s millionaire next door, but you have to act now!

  • Shaping Taxable Portfolio

Shaping a Taxable Portfolio

January 16th, 2022|

Can you explain why your taxable portfolio looks the way it looks? Would you buy the same things if you were starting over today?

  • What to do in 2022

What to do in 2022

January 2nd, 2022|

It's 2022. What should you be doing to max-perform your dollars and your life fulfillment?

  • Fesitvus Main Picture

The True Meaning of Festivus

November 14th, 2021|

Holidays and family get-togethers create an opportunity to tackle tough financial conversations. Read on to discover how to start the dialogue!

  • TSP Quirks Main Pictures

Top 10 TSP Quirks You Need to Know

October 24th, 2021|

Sometimes the TSP is simple. Sometimes not so much. Here's what you need to know in order to max-perform your money and avoid leaving Aunt IRS a tip!

  • Roth is Dead Main Picture

Roth is Dead—Long Live Roth!

September 19th, 2021|

Congress has key Roth strategies in it's sights. The Roth IRA isn't quite dead, but some of his friends might be very short-lived.

  • Mid-Year Tax Planning

Top 10 Mid-Year Tax Planning Tips

July 11th, 2021|

Tax planning shouldn't wait until December and April 15th is way too late! What can you do to max perform your taxes before the calendar starts winding down?

  • Smooth Income Lumpy Expenses

Smooth Income, Lumpy Expenses

July 4th, 2021|

Budget can be a four-letter word in some homes. Lumpy expenses, those that don't occur in the same amount each month, or happen sporadically throughout the year can wreck the best budget. What if there was a better way?

  • Down Payment main picture

How Fighter Pilots Pay for Houses

June 27th, 2021|

Buying a house can be four dimensional chess. How much should you put down? Should you put anything down? Where should the down payment come from? What are the tax impacts?

  • Fighter Pilot KISS

How Fighter Pilots KISS

May 16th, 2021|

Everything has its place, but do you really need separate accounts all over the place? How many IRA's are enough?

  • Old Money

Old Money

May 2nd, 2021|

You know how to handle your money, but your parents are starting to need some help. Where do you even start?

  • The Problem with Financial Advice

The Problem(s) with Financial Advice

April 25th, 2021|

Financial advice is usually an informed opinion, but it can be fraught with problems. Chief among the potential pitfalls are the definition of advisor, compensation models, and conflicts of interest.

  • Joint Strike Prius 1.0

Car Poverty

April 18th, 2021|

New car smell is intoxicating, but it can be toxic to your financial goals...

  • AMRAAM

Roth IRAs and TSP: AMRAAMs for your Retirement?

February 21st, 2021|

Roth is usually superior due to low tax cost in the early years, likelihood of a high tax bracket later, insulation against future tax hikes, no tax bill to heirs, and forced high tax bracket floor from Social Security and Military Pension.

  • If I had a million dollars

Turning Lieutenants into Millionaires? Part 3 (of 3)

February 14th, 2021|

Lieutenants, like all military officers, are endowed with the power to lead and potentially end the lives both the enemy and the women and men in their charge. There is no greater power. Born of this power is the responsibility to wield it in good fashion.

  • Lt Millionaire

Turning Lieutenants into Millionaires? Part 2

February 7th, 2021|

Graduating from a 20-year military career with a million-dollar nest egg is well within reach for new officer. Modest savings in the Thrift Savings Plan (TSP) added to the traditional defined benefit pension for 20+ year military retirees can make today’s butter bars into tomorrow’s millionaire next door , but you have to act now!

  • Commissioning

Turning Lieutenants into Millionaires?

February 1st, 2021|

Graduating from a 20-year military career with a million-dollar nest egg is well within reach for new officer. Modest savings in the Thrift Savings Plan (TSP) added to the traditional defined benefit pension for 20+ year military retirees can make today’s butter bars into tomorrow’s millionaire next door , but you have to act now!

Building Wealth by Saving for College?

January 25th, 2021|

In addition to walking on water and being uniquely lethal, fighter pilots all have another common trait: a bachelor’s degree. But ask any two fighter pilots about paying for their own kids’ degrees and you might get seven different opinions. This article helps fighter pilots think about unique opportunities that come from saving for college.

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