Tag: Financial Advisor

How to Avoid the Dreaded Product Sale When Seeking a Financial Advisor

By on May 16, 2018 in Retirement with 0 Comments
How to Avoid the Dreaded Product Sale When Seeking a Financial Advisor

Do you need a financial advisor? What kinds of advisors are there? The author outlines important considerations for federal employees seeking financial advice.

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Emotional Investing: Another View

By on March 14, 2018 in Retirement with 0 Comments
Emotional Investing: Another View

The “rational” choice in investing is the one that produces the best financial gain. However, the author says your emotions play a valid role in the process.

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Is Common Sense All You Need to Plan Your Retirement?

By on March 12, 2018 in Q&A, Retirement with 0 Comments
Is Common Sense All You Need to Plan Your Retirement?

I’ve read about what to do with my TSP after retirement, but I believe all we can do is use common sense and hope that our money will grow and last.

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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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Investment Fraud Warning for Federal Employees!

By on August 22, 2017 in Retirement with 0 Comments
Investment Fraud Warning for Federal Employees!

Recent SEC warnings about fraudsters targeting federal employees may leave you feeling apprehensive about working with financial advisors. These are some tips on how to spot scam artists.

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How to Determine if a Financial Adviser is Right For You

By on August 15, 2017 in Retirement with 0 Comments
How to Determine if a Financial Adviser is Right For You

How can you go about selecting a financial advisor to help you plan for retirement? These are some questions to ask and red flags to watch for.

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Federal Retirement Lone Rangers: Do They Need a Fiduciary Tonto?

By on September 25, 2016 in Retirement with 0 Comments

The author notes that despite his handle, the original Lone Ranger didn’t actually ride alone. He had the assistance of Tonto, his trusted companion. Federal employees considering planning their retirements alone can learn from this analogy: they can often fare better with the assistance of a trusted guide to help them. The author provides suggestions on what to look for in a federally focused financial planner.

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Financial ‘Red Flags’ Federal Employees Should Watch For with Their Financial Advisors

By on March 1, 2016 in Retirement with 0 Comments
Financial ‘Red Flags’ Federal Employees Should Watch For with Their Financial Advisors

The Certified Financial Planner Board of Standards has published the Consumer Guide to Financial Self Defense. It lists some “red flags” that investors should be aware of when working with a financial advisor. The author explains what this means for federal employees.

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

By on February 23, 2016 in Retirement with 0 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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