Tag: Financial Advisor

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

March 1, 2016 4:44 PM
Financial ‘Red Flags’ Federal Employees Should Watch For with Their Financial Advisors

These are some “red flags” that federal employees should be aware of when working with a financial advisor.

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

February 23, 2016 4:19 PM
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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What Does a Qualified Financial Advisor Look Like, and Where Can I Get One of My Own?

November 17, 2015 3:24 PM

What are the attributes of a qualified financial advisor, and where can I find one?

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I Can’t Find a Qualified Financial Advisor. Now What?

October 26, 2015 5:23 AM
I Can’t Find a Qualified Financial Advisor. Now What?

My wife and I have looked throughout our home town and can’t find even one financial advisor that specializes in working with federal employees. At the same time, I’m uncomfortable working with an advisor in another area of the country. What should we do?

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Is There Critical Info My Financial Advisor Might be Missing?

October 5, 2015 8:43 AM

I work with an advisor with whom I feel pretty comfortable but wonder if there is any critical info he might be missing because he rarely deals with federal employees. Is there something in particular I can ask him to check into, to make sure?

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Can You Trust Your Financial Planner?

November 24, 2014 3:30 PM

The author lists some important questions you should ask a financial planner to know if he or she is right for helping you with your financial future.

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Questions You Should Ask About Your Investments

July 9, 2014 7:03 PM

The Securities and Exchange Commission offers a brochure that is helpful when choosing a financial advisor as well as helping you understand your investments.

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What Every Federal Employee’s Financial Planner Should Know About Federal Retirement and Benefits

June 25, 2014 3:03 PM

Federal employees have some unique features to their financial lives, so financial advisors should know about them.

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Recommendation for Financial Planners

June 18, 2014 4:57 AM

What are some good resources for finding a financial planner?

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Financial Self-Defense: What to Know Before You Make a Decision Using a Financial Advisor

June 17, 2011 6:57 AM

Using a financial advisor can be a good decision. But, before you select an advisor and in your dealings with the person you have selected, here are a few tips you should know before making a financial decision that could impact your retirement and your financial security.

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