Tag: Betty Morales

Developing a Tax Strategy for a New Retiree

The most significant goal clients discuss with advisors during their professional relationship is retirement. How taxes are paid is an important component…

5 Medicare mistakes you should avoid during open enrollment.

Millions of seniors have already begun the Medicare open enrollment s…

Top Mistakes you can make with your TSP in a bear market

No two bear markets are the same, and it can be challenging to identify the driving forces in real-time. Because of this, many investors find it challenging to make choices for their portfolios.

Federal employees frequently make these mistakes when dealing with their …

The Ultimate OPM’s FERS Retirement Timetable

Are you thinking about retiring from your federal job? Congratulations! You’ve dedicated a long career to public service, and now it’s time to reap the rewards of that fantastic benefits package you’ve heard so much about….

Plan Your Income Streams in Retirement

As you plan for retirement, make sure you have various income streams in your bank account every month to keep your peace of mind throughout your golden years. After all, you don’t want to worry about your finances when you should relax after a lifetime of hard work!