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.

Website  •  Contact

Comparing TSP Strategies

By on April 18, 2013 in Current Events with 0 Comments

The author examines a couple of different investment strategies for the TSP and some of the pros and cons of each approach.

Continue Reading »

TSP Investment Considerations

By on March 11, 2013 in Retirement with 0 Comments

Your TSP can be affected by the investment allocation decisions you make. Here are several things to consider before setting an allocation strategy.

Continue Reading »

TSP Contribution Strategies

By on February 6, 2013 in Current Events, Retirement with 0 Comments

The author says that utilizing the TSP effectively is key to a comfortable retirement and outlines some important contribution strategies to consider in your retirement planning.

Continue Reading »

End of Year Retirement Checklist

By on December 6, 2012 in Current Events, Retirement with 0 Comments

For those federal employees who may be considering retiring at the end of the year, the author offers some pros and cons to consider.

Continue Reading »

Accessing Your TSP Account After Retirement

By on October 8, 2012 in Current Events, Retirement with 0 Comments

The Thrift Savings Program (TSP) is the primary retirement savings method for federal employees, and the benefits are well known. The author says that making withdrawals from your TSP account can be complicated and offers some considerations when deciding to make withdrawals.

Continue Reading »

10 Ways to Maximize Your Federal Benefits In The Middle of Your Career

By on August 31, 2012 in Current Events, Human Resources with 0 Comments

The author outlines ten things you can do now to make the most of your federal benefits.

Continue Reading »

The Tiered Approach to Retirement Income For The Federal Employee

By on August 3, 2012 in Current Events with 0 Comments

There are many things to consider when determining an appropriate asset allocation for your TSP. The author discusses a 3-tier investment strategy that is designed to spread risk out over varying lengths of time.

Continue Reading »

Life Insurance: The Good, the Bad, and the FEGLI

By on June 14, 2012 in Pay & Benefits with 0 Comments

The author outlines different kinds of life insurance available, considerations to make in deciding whether to purchase life insurance, and how the Federal Employee Group Life Insurance (FEGLI) option fits into the decision.

Continue Reading »

10 Potential Mistakes To Avoid When Considering Retirement

By on March 27, 2012 in Retirement with 0 Comments

The author outlines ten common mistakes federal retirees should strive to avoid to get the most out of their retirement benefits.

Continue Reading »

Considering The New TSP Roth Option

By on February 13, 2012 in Pay & Benefits with 0 Comments

The TSP will begin offering a Roth option in during the second quarter (April – June) of this year. The author provides some considerations for investors when deciding whether or not to utilize this new option in their TSP accounts.

Continue Reading »

Contact Jason Visner