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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Planning for Short Term Cash Flow After Retirement

By on May 14, 2014 in Current Events, Retirement with 0 Comments

Most federal employees know they should look at their long-term financial plan when considering retirement. Once the long-term plan is set, the next thing to account for is short-term cash flow right after retirement. In order to do that, it is important to understand the various sources of income that will be involved in the first year. Here is an overview of some of the key potential income sources you will have in retirement.

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Special Retirement Considerations for Some Federal Employees

By on March 10, 2014 in Retirement with 0 Comments

The author outlines special retirement considerations in areas such as FERS annuity calculations, the Thrift Savings Plan, and insurance for federal employees who work in law enforcement.

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End of Year Financial Planning Checklist

By on December 8, 2013 in Current Events, Retirement with 0 Comments

The approaching year end offers a great time to reflect on on your last year and look ahead to the next. The author offers some tips from a financial perspective on how to plan for the coming year.

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Maximizing Social Security For Retirement

By on October 28, 2013 in Pay & Benefits, Retirement with 0 Comments

Social Security is an important benefit in retirement. What many people do not know, though, is the sheer number of options you have when considering how to file for your benefits. Those options will depend on your age, marital status, and other factors, but should all be considered before deciding on a filing strategy.

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Retire or Keep Working?

By on May 9, 2013 in Retirement with 0 Comments

As you get closer to the time when federal employees start thinking about retirement, there can often be apprehension about whether or not you are ready. This article will attempt to give you a clear understanding of the financial impacts of your decisions, so you can be informed and comfortable with what you decide.

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Contact Jason Visner