A Vote For and Against the 4% Rule
Anyone who is close to retirement or has done any retirement planning has probably heard of the 4% rule, but is the 4% rule what you should use
Cash Flow • Investment Management • Taxes
FERS Retirement Planning Located in Springfield, IL, we work with federal employees throughout the United States.
Work With Brad
Retirement advice from a fiduciary that charges a flat fee.
How We Work Together
Zoom meetings and technology provide a method for me to work with federal employees across the United States.
Fee Only Advice
What does it mean to provide fee only advice? It simply means that I am never paid a commission. I am compensated by my clients only.
There are a number of details involved in the process such as getting organized, investment analysis, tax planning, estate planning and more.
Zoom meetings and technology provide a method for me to work with federal employees across the United States. I do have some local clients that prefer face to face meetings but the majority are virtual meetings via zoom or phone calls.
We provide a secure method of transferring data to each other. We also give clients a login and website, or a phone app to stay up to date on their accounts.
A Vote For and Against the 4% Rule
Anyone who is close to retirement or has done any retirement planning has probably heard of the 4% rule, but is the 4% rule what you should use
Year End Tax Planning Ideas
The end of the year is quickly approaching, which can only mean one thing for us finance nerds – year-end tax planning! The end of the year is a great time to evaluate
TSP Distributions and Tax Planning for Federal Retirees
Federal employees will face a challenge in retirement – figuring out how to spend their money versus accumulating it. After spending 30+ years saving and investing, distributing funds can be daunting, but it’s exactly what’s needed in retirement. Tax planning during the