Jason Visner

Jason Visner is a financial advisor with Brook Federal Advisors, and works with federal employees to optimize their retirement benefits. The process starts with a complimentary analysis of the complete federal benefit package, and then builds an overall retirement plan on that foundation. He can provide recommendations on FERS or CSRS annuities, survivor benefits, military/LEO service, FEHB, FEGLI, TSP, IRAs, annuities, and social security. He can be reached at 262-456-5514 or brookfed.com.

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When Does It Make Sense to Get Help With Retirement Planning and Investments?

By on October 17, 2017 in Retirement with 0 Comments
When Does It Make Sense to Get Help With Retirement Planning and Investments?

When does it make sense to work with a financial planner for retirement? The author provides some considerations on when you may or may not want to use one.

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10 Questions You Should Ask A Financial Advisor Before Considering Moving Your TSP

By on September 7, 2017 in Pay & Benefits with 0 Comments
10 Questions You Should Ask A Financial Advisor Before Considering Moving Your TSP

If you are thinking of moving funds out of the TSP to invest them with a financial advisor, you need to screen that individual carefully. These are some questions you should ask any prospective candidates.

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How To Get Back Into a Hot Stock Market

By on March 14, 2017 in Retirement with 0 Comments
How To Get Back Into a Hot Stock Market

The stock market has been on a tear, setting numerous record highs in the last several weeks. If you’ve been sitting on the sidelines, how do you know the best time to get back into the market?

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Staying In Your Lane: How To React To Changing Markets In The TSP

By on December 28, 2016 in Retirement with 0 Comments
Staying In Your Lane: How To React To Changing Markets In The TSP

In an election cycle, there are always unexpected changes. Many federal employees ask about making changes in their TSP to take advantage of the situation. The author provides some suggestions to help keep your retirement plan on track.

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Constructing a Retirement Income Plan

By on September 11, 2016 in Retirement with 11 Comments
Constructing a Retirement Income Plan

There are many factors to consider when constructing an income plan for retirement. Through the use of detailed examples, the author outlines some of the most crucial sources of income federal employees are most likely to have in retirement which they need to take into account when devising their own retirement income plans.

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Life Insurance and the FEGLI Open Season

By on August 22, 2016 in Pay & Benefits with 19 Comments
Life Insurance and the FEGLI Open Season

Should you take advantage of the upcoming FEGLI open season? The open season is an excellent reminder for everyone to re-evaluate their situation and make sure they are properly covered.

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How Much Do You Need in Your TSP to Retire?

By on June 16, 2016 in Retirement with 92 Comments
How Much Do You Need in Your TSP to Retire?

The TSP is a major component of the federal retirement system, but too often, the author says that it becomes the only factor for would be retirees. He explains why striving for some sort of “magic number” in your TSP account can be a bottleneck in reaching your retirement goals.

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How To Tell If You Are Getting Bad Advice About Your TSP

By on February 23, 2016 in Retirement with 18 Comments
How To Tell If You Are Getting Bad Advice About Your TSP

Your savings inside of the Thrift Savings Plan that you worked so hard throughout your federal career to accumulate are a large component of providing income in retirement. It is important, therefore, to make sure you make the right choices with regards to preserving these funds. The author provides some advice for federal employees on different ways to determine what constitutes good and bad advice as it relates to their savings inside of the TSP.

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Beyond the Numbers; Are You Ready to Retire?

By on January 12, 2016 in Retirement with 30 Comments
Beyond the Numbers; Are You Ready to Retire?

Are you ready to retire? Many federal employees are now eligible for retirement, but still continue to work. The author goes over some important considerations federal workers should keep in mind as they ponder whether or not it is time to leave the workplace for good.

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Modifying A Social Security Filing Strategy After The Recent Rule Changes

By on December 14, 2015 in Retirement with 14 Comments
Modifying A Social Security Filing Strategy After The Recent Rule Changes

The Bipartisan Balanced Budget Act of 2015 made several important changes to Social Security. Several very popular filing strategies are being eliminated, and many people will need to modify their retirement income plans to account for the new restrictions. The author describes what you need to know for planning your retirement.

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