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529 Plan

How to Send Your Kids to College Debt-Free - 2 July 2021
529 Plans: What You Should Know About Saving For College - 19 September 2018
Assets and Your Child’s Financial Aid: How Ownership Affects Assistance - 15 February 2018
Tax Planning and Children: Tax Issues in Holding Assets for Your Kids - 1 February 2018
Financial Account for Your Child: Understand Your Options - 25 January 2018
Saving for Education - 30 August 2017

Aging Parents

How To Help Organize Your Aging Parents’ Financial Lives - 16 August 2022
How To Navigate Long Term Care For Aging Parents - 1 April 2022
What to Do About Rising Long Term Care Premiums - 28 November 2018
Preparing for an Unexpected Death: Steps to Take Now - 5 October 2018
Looking After Elderly Parents: A Checklist to Help Organize Their Finances - 5 December 2017
Caring for Aging Parents: When Your Parent is Reluctant to Accept Help - 28 November 2017
A Framework for Helping Parents with Finances - 3 October 2017

Blog

A Comprehensive Financial Plan Example for Federal Government Employees - 1 January 2023
A Detailed Retirement Planning Timeline For Emory University Employees - 15 December 2022
Year-End Financial Planning For Pre-Retirees in 6 Simple Steps - 1 December 2022
How To Audit Charities Before Donating - 15 November 2022
How To Use Charitable Giving As A Tax Strategy - 1 November 2022
Understanding Your Federal Employee Health Benefits - 15 October 2022
What You Need To Know About Healthcare If You’re Retiring Early - 1 October 2022
The Open Enrollment Checklist Federal Employees Will Want To Keep Close This Season - 15 September 2022
Does It Make Sense To Still Carry Life Insurance In Retirement? - 1 September 2022
How To Help Organize Your Aging Parents’ Financial Lives - 16 August 2022
Why Estate Planning Matters When You’re Young and Healthy Too - 1 August 2022
Staying On Track Through A Market Downturn - 19 July 2022
Your Stock Options Are Vesting, How To Plan for The Windfall - 1 July 2022
Mapping Out Your Retirement Cash Flow Strategy Part Two: Social Security and Beyond - 7 June 2022
Mapping Out Your Retirement Cash Flow Strategy Part One: Investments and Savings - 15 May 2022
Do Government Employees Receive Health Insurance After Retirement? - 1 May 2022
How To Navigate Long Term Care For Aging Parents - 1 April 2022
What To Make of Fluctuating Markets - 15 March 2022
Federal Employees and Social Security: Frequently Asked Questions - 1 March 2022
What You Need To Know About Flood Insurance - 6 October 2021
How Might Inflation Affect Your Retirement Plans? - 20 July 2021
How to Send Your Kids to College Debt-Free - 2 July 2021
How the IRMAA Could Increase Your Medicare Premiums — and What You Can Do to Avoid This - 24 May 2021
What You Should Know About Postponed and Deferred Retirement Under FERS - 4 May 2021
What Are Your TSP Investment Options — and How Can You Build a Retirement Portfolio with Them? - 4 May 2021
Is There a Role for Real Estate in Your Retirement Financial Plan? - 7 April 2021
What You Need to Know About Standard Form 50 - 17 March 2021
Should I Make a Roth contribution or a Traditional IRA Contribution? - 26 February 2021
How Should You Invest Extra Cash? - 29 January 2021
Calculating Your FERS Pension and Disability - 28 January 2021
FERS Supplement for Special Provisions - 29 December 2020
FERS Early Out Retirement - 21 December 2020
Understanding Your FERS Retirement - 21 December 2020
Using the TSP to Pay Off Your Mortgage - 21 December 2020
What to Watch for During the Presidential Transition - 9 December 2020
How to Find the Best Financial Advisor for You - 7 December 2020
Is Now the Time to Refinance Your Mortgage? - 1 December 2020
Four Factors to Consider Before Deciding to Retire Early - 10 November 2020
Early Retirement and Federal Employee Healthcare Benefits - 4 November 2020
How Low Interest Rates Can Help Your Long Term Financial Plan - 30 September 2020
Should You Take an Early Retirement Offer? - 24 August 2020
Understanding Your FERS Annuity - 11 August 2020
Thinking Through Risk and Investing - 10 August 2020
The TSP Goes to China – An Emerging Markets Option? - 21 May 2020
Managing Portfolios – How We’re Thinking About this Downturn - 7 April 2020
Fee-Only Financial Advisor: Why it Matters - 20 February 2020
How to Find a Financial Advisor - 14 February 2020
Don’t Buy Pork at a Nail Salon : A Lesson in Knowing What You Need - 8 January 2020
Designing Your Retirement Paycheck & Decreasing Your Stress - 7 January 2020
In-Service Distributions from Your TSP Account - 7 October 2019
TSP Withdrawal Options at Retirement - 23 September 2019
Property Taxes in Atlanta and Decatur – What You Should Know - 23 August 2019
Buy a Home Now or Wait for a Recession? - 8 August 2019
Regulation BI – Fiduciary Advisor Lite or Worse? - 18 July 2019
Key Retirement Dates You Should Know - 31 May 2019
What Really Impacts Financial Success – A Reading List - 14 February 2019
Attribution Analysis – Assessing Investment Decisions - 11 February 2019
How are your Investments Doing – Benchmarking Portfolio Performance - 4 February 2019
Rainy Days and an Emergency Reserve – Funding for the Unexpected - 28 January 2019
Plan for a Bear Market – How to Stay on Track (and Sleep Well) - 16 January 2019
A Financial Planning Checklist to Start the New Year - 8 January 2019
Retirement Income Planning - 18 December 2018
What Investment Diversification Really Means - 8 December 2018
What to Do About Rising Long Term Care Premiums - 28 November 2018
Thinking About Risk - 21 November 2018
Holding the Line on Holiday Spending - 13 November 2018
Leaving Federal Service: Financial Issues to Consider When Taking a Job Outside the Government - 25 October 2018
Preparing for an Unexpected Death: Steps to Take Now - 5 October 2018
Federal Employees and the Impact on Retirement of No Raise - 26 September 2018
How to Maximize Happiness: A Few Ways Money Can Make You Happy - 20 September 2018
529 Plans: What You Should Know About Saving For College - 19 September 2018
The Ups and Downs of Investing in Emerging Markets - 12 September 2018
Long-Term Care Insurance: How to Determine If It Is Right for You - 29 August 2018
Working Past Retirement Age – Things to Consider - 16 August 2018
Medigap Insurance: What You Need to Know - 10 August 2018
Prescription Drugs and Medicare: How to Enroll in Part D - 3 August 2018
Understanding Medicare: Your Medicare Coverage Choices - 26 July 2018
Spending on Healthcare in Retirement: How to Plan for It in Your Budget - 5 July 2018
When Things Change – What to Do About Estimated Taxes - 27 June 2018
It’s Hard to Be Humble – Overconfidence Bias and Hindsight Bias - 22 June 2018
Cognitive Biases Part 2: Anchoring and Recency Bias - 14 June 2018
Confirmation Bias: A Shortcut in the Wrong Direction - 30 May 2018
Market Movements: Shifting Focus from the Unknowable - 24 May 2018
The Thrift Savings Plan vs. 401(k) Plans - 24 May 2018
The New Deduction Limitation and Georgia HEART and GOAL Programs - 9 May 2018
Deciding Whether or Not to Take the Buyout — Points to Consider - 2 May 2018
Putting Together A Personal Financial Calendar: Month-by-Month Recommendations - 25 April 2018
3 Charitable Options to Reduce Your Taxes - 18 April 2018
Enough is Enough: How to Plan for Sustainable Spending - 11 April 2018
Your Financial Health: Don’t Overlook Inflation When it Comes to Retirement - 6 April 2018
Switching Jobs? Pensions, Tax Savings and Other Considerations - 28 March 2018
Investment Management: Questions to Ask About Your Portfolio - 22 March 2018
Planning for Taxes in Retirement: Options to Control What You Pay - 14 March 2018
Retirement Planning Basics – How to Withdraw from Your Portfolio - 8 March 2018
Buying Credibility: Why Fluff Awards Can Hurt Your Search for an Advisor - 28 February 2018
Assets and Your Child’s Financial Aid: How Ownership Affects Assistance - 15 February 2018
Wall Street Slump: Your Checklist for When the Market Heads South - 7 February 2018
Tax Planning and Children: Tax Issues in Holding Assets for Your Kids - 1 February 2018
Financial Account for Your Child: Understand Your Options - 25 January 2018
Understanding An Advisor’s Investment Track Record - 18 January 2018
Market History and the Return on Everything – How Should You Invest? - 10 January 2018
New Tax Bill: Will the Tax Code Changes Save You Money? - 4 January 2018
The Most Important Thing: A Great Investing Book for the Holidays - 20 December 2017
Tax Loss Harvesting – Another Free Lunch? - 13 December 2017
Looking After Elderly Parents: A Checklist to Help Organize Their Finances - 5 December 2017
Caring for Aging Parents: When Your Parent is Reluctant to Accept Help - 28 November 2017
Year End Financial Checklist for Better Financial Health - 22 November 2017
Cognitive Biases: Why Thinking Fast Isn’t Good for Investors - 14 November 2017
Mental Stumbling Blocks to Watch Out for When Putting a Plan into Action - 8 November 2017
Setting Financial Goals: Stumbling Toward Happiness - 1 November 2017
Health Savings Accounts: Why I Am a Big Fan of These Savings Vehicles - 25 October 2017
Open Enrollment and Checking in on ACA Coverage - 19 October 2017
A Framework for Helping Parents with Finances - 3 October 2017
You Need a Financial Platform – Not Just a Plan or Advice - 28 September 2017
Protecting Yourself After the Equifax Breach - 20 September 2017
Investing in Gold - 13 September 2017
The Retirement Advantage of Working in Academia - 6 September 2017
Saving for Education - 30 August 2017
A Guide To Teaching Kids about Money and Values - 23 August 2017
Handling the Unexpected in a Financial Plan - 17 August 2017
Investing in Rental Real Estate – Does It Make Sense for You? - 9 August 2017
How Federal Employees Can Plan a Successful Early Retirement - 8 August 2017
Understanding Your Options and When to Withdraw from Your FERS Annuity - 5 August 2017
The Best Time to Withdraw From Your TSP Account - 2 August 2017
Humility and Patience – Characteristics of a Successful Investors - 2 August 2017
How to Handle Risk in Retirement With Income Layering - 29 July 2017
The Risks of Chasing Return over the Short Term - 26 July 2017
Realistic Investment Expectations - 12 July 2017
Alternatives to Market Timing - 5 July 2017
Market Timing - 28 June 2017
Book Review: The Power of Habit - 21 June 2017
Is Pet Insurance a Good Idea? - 14 June 2017
The Process Of Buying A New Car - 6 June 2017
Thinking Through Buying a New Car - 1 June 2017
Prioritizing Paying Down Debt versus Savings - 25 May 2017
How Much Life Insurance Do You Need? - 17 May 2017
A Few Thoughts on Debt and Financial Planning - 9 May 2017
Roth IRA or Traditional IRA – What Works Best for You? - 2 May 2017
Retirement Planning: Keep a Pension or Cash it In - 27 April 2017
What We Can All Learn from Financial Planning for Teachers - 19 April 2017
Choosing Between Whole Life and Term Life Insurance - 12 April 2017
Money Issues: Couples Combining Finances - 5 April 2017
Investing Outside the Public Markets – Things to Consider - 28 March 2017
Financial Planning for Entrepreneurs - 22 March 2017
Tips on Implementing a Budget - 16 March 2017
Financial Planning and Buying a Home - 9 March 2017
Investment Management and Building Your Portfolio – Questions to Ask - 28 February 2017
Investment Advisors and Investment Beliefs - 21 February 2017
Two Not So Obvious Things I’ve Learned When It Comes To Investment Management - 16 February 2017
Used Car Salesmen and a Fiduciary Standard - 8 February 2017
Finding the Best Wealth Manager for You – Fit - 31 January 2017
Identifying the Best Financial Planner for You – Designations - 24 January 2017
Finding the Best Financial Advisor for You – Advisor Compensation - 17 January 2017
Who Needs a Comprehensive Financial Plan - 10 January 2017
What Does a Personal Financial Plan Include? - 3 January 2017
A Fee Only Financial Planner’s Resolution – Implementing a Budget - 27 December 2016
What I Wish A Financial Advisor Had Told Me – Part 2 - 20 December 2016
What I Wish A Financial Planner Had Told Me - 13 December 2016
Medicare Changes from a Fee-Only Financial Advisor’s Perspective - 6 December 2016
Financial Advisors: An Inheritance Investment Case Study - 29 November 2016
Invest an Inheritance - 22 November 2016
Fee Only Wealth Management: How to Optimize Charitable Giving - 15 November 2016
Planning for Early Retirement – 4 Things to Consider - 8 November 2016
7 Things to Consider if Obergefell v. Hodges Affects You - 1 November 2016
Trying to Reason with Hurricane Season – Notes from a Financial Advisor - 19 October 2016
Retirement Planning and Reverse Mortgages - 21 September 2016
A Comparison of Trump and Clinton Economic Plans - 21 September 2016
The Benefits of A Fiduciary Standard and Tracking the Polls - 13 June 2016
The UK Exit from the EU - 25 May 2016
How Couples Can Get the Most Out of Social Security - 19 August 2015
How to Maximize Social Security in Retirement - 7 August 2015
Obergefell and Financial Plans for Same Sex Couples - 8 July 2015
Know Thyself, Then Plan - 15 June 2015
Financial Goals Don’t Always Start with Money - 1 June 2015
Budget Seems to be the Hardest Word - 15 May 2015
All Our Friends are Staying Together - 1 May 2015
Tips for Couples on Building a Strong Financial Plan - 15 April 2015
Advice from a Recovering Know-it-All - 3 April 2015
What is Investment Consulting? - 15 May 2012
What is Wealth Management? - 13 March 2012
The Real Cost of Annuities - 26 September 2011
Adding It All Up – The Cost of a Financial Plan and How to Save - 7 May 2011
The Cost of Investment Advice and Investments - 10 April 2011
How Much Does Financial Advice Cost? - 2 April 2011

Bonds

Investing in Gold - 13 September 2017
The Risks of Chasing Return over the Short Term - 26 July 2017

Breach

Protecting Yourself After the Equifax Breach - 20 September 2017

Budgeting

How Might Inflation Affect Your Retirement Plans? - 20 July 2021
How to Send Your Kids to College Debt-Free - 2 July 2021
How the IRMAA Could Increase Your Medicare Premiums — and What You Can Do to Avoid This - 24 May 2021
What to Watch for During the Presidential Transition - 9 December 2020
Designing Your Retirement Paycheck & Decreasing Your Stress - 7 January 2020
Rainy Days and an Emergency Reserve – Funding for the Unexpected - 28 January 2019
Thinking About Risk - 21 November 2018
Holding the Line on Holiday Spending - 13 November 2018
Putting Together A Personal Financial Calendar: Month-by-Month Recommendations - 25 April 2018
Enough is Enough: How to Plan for Sustainable Spending - 11 April 2018
Your Financial Health: Don’t Overlook Inflation When it Comes to Retirement - 6 April 2018
Assets and Your Child’s Financial Aid: How Ownership Affects Assistance - 15 February 2018
Looking After Elderly Parents: A Checklist to Help Organize Their Finances - 5 December 2017
Year End Financial Checklist for Better Financial Health - 22 November 2017
Setting Financial Goals: Stumbling Toward Happiness - 1 November 2017
Saving for Education - 30 August 2017
The Process Of Buying A New Car - 6 June 2017
Prioritizing Paying Down Debt versus Savings - 25 May 2017
Money Issues: Couples Combining Finances - 5 April 2017
Tips on Implementing a Budget - 16 March 2017
Financial Planning and Buying a Home - 9 March 2017
A Fee Only Financial Planner’s Resolution – Implementing a Budget - 27 December 2016
What I Wish A Financial Advisor Had Told Me – Part 2 - 20 December 2016
Planning for Early Retirement – 4 Things to Consider - 8 November 2016
Financial Goals Don’t Always Start with Money - 1 June 2015
Budget Seems to be the Hardest Word - 15 May 2015
Tips for Couples on Building a Strong Financial Plan - 15 April 2015

Buying a house

Is There a Role for Real Estate in Your Retirement Financial Plan? - 7 April 2021
Is Now the Time to Refinance Your Mortgage? - 1 December 2020
How Low Interest Rates Can Help Your Long Term Financial Plan - 30 September 2020
Property Taxes in Atlanta and Decatur – What You Should Know - 23 August 2019
Buy a Home Now or Wait for a Recession? - 8 August 2019
The Process Of Buying A New Car - 6 June 2017
Financial Planning and Buying a Home - 9 March 2017

Buying a New Car

The Process Of Buying A New Car - 6 June 2017
Thinking Through Buying a New Car - 1 June 2017

Charitable Giving

How To Audit Charities Before Donating - 15 November 2022
How To Use Charitable Giving As A Tax Strategy - 1 November 2022

Debt

Prioritizing Paying Down Debt versus Savings - 25 May 2017
How Much Life Insurance Do You Need? - 17 May 2017
A Few Thoughts on Debt and Financial Planning - 9 May 2017

Emory Employees

Switching Jobs? Pensions, Tax Savings and Other Considerations - 28 March 2018
The Retirement Advantage of Working in Academia - 6 September 2017

Entreprenuership

Financial Planning for Entrepreneurs - 22 March 2017

Equifax

Protecting Yourself After the Equifax Breach - 20 September 2017

Estate Planning

Why Estate Planning Matters When You’re Young and Healthy Too - 1 August 2022
Should I Make a Roth contribution or a Traditional IRA Contribution? - 26 February 2021
Financial Advisors: An Inheritance Investment Case Study - 29 November 2016
Obergefell and Financial Plans for Same Sex Couples - 8 July 2015

Federal Government Employees

A Comprehensive Financial Plan Example for Federal Government Employees - 1 January 2023
Understanding Your Federal Employee Health Benefits - 15 October 2022
The Open Enrollment Checklist Federal Employees Will Want To Keep Close This Season - 15 September 2022
Do Government Employees Receive Health Insurance After Retirement? - 1 May 2022
Federal Employees and Social Security: Frequently Asked Questions - 1 March 2022
What You Should Know About Postponed and Deferred Retirement Under FERS - 4 May 2021
What Are Your TSP Investment Options — and How Can You Build a Retirement Portfolio with Them? - 4 May 2021
What You Need to Know About Standard Form 50 - 17 March 2021
Calculating Your FERS Pension and Disability - 28 January 2021
FERS Supplement for Special Provisions - 29 December 2020
FERS Early Out Retirement - 21 December 2020
Understanding Your FERS Retirement - 21 December 2020
Using the TSP to Pay Off Your Mortgage - 21 December 2020
What to Watch for During the Presidential Transition - 9 December 2020
Early Retirement and Federal Employee Healthcare Benefits - 4 November 2020
Understanding Your FERS Annuity - 11 August 2020
The TSP Goes to China – An Emerging Markets Option? - 21 May 2020
In-Service Distributions from Your TSP Account - 7 October 2019
TSP Withdrawal Options at Retirement - 23 September 2019
Leaving Federal Service: Financial Issues to Consider When Taking a Job Outside the Government - 25 October 2018
Federal Employees and the Impact on Retirement of No Raise - 26 September 2018
The Thrift Savings Plan vs. 401(k) Plans - 24 May 2018
Your Financial Health: Don’t Overlook Inflation When it Comes to Retirement - 6 April 2018
Switching Jobs? Pensions, Tax Savings and Other Considerations - 28 March 2018
How Federal Employees Can Plan a Successful Early Retirement - 8 August 2017
Understanding Your Options and When to Withdraw from Your FERS Annuity - 5 August 2017
The Best Time to Withdraw From Your TSP Account - 2 August 2017
How to Handle Risk in Retirement With Income Layering - 29 July 2017
Retirement Planning: Keep a Pension or Cash it In - 27 April 2017
Financial Goals Don’t Always Start with Money - 1 June 2015

Fee Only Financial Planning

Your Stock Options Are Vesting, How To Plan for The Windfall - 1 July 2022
How to Find the Best Financial Advisor for You - 7 December 2020
Fee-Only Financial Advisor: Why it Matters - 20 February 2020
How to Find a Financial Advisor - 14 February 2020
Don’t Buy Pork at a Nail Salon : A Lesson in Knowing What You Need - 8 January 2020
Regulation BI – Fiduciary Advisor Lite or Worse? - 18 July 2019
Understanding An Advisor’s Investment Track Record - 18 January 2018
You Need a Financial Platform – Not Just a Plan or Advice - 28 September 2017
Book Review: The Power of Habit - 21 June 2017
What We Can All Learn from Financial Planning for Teachers - 19 April 2017
Financial Planning and Buying a Home - 9 March 2017
Used Car Salesmen and a Fiduciary Standard - 8 February 2017
Finding the Best Wealth Manager for You – Fit - 31 January 2017
Identifying the Best Financial Planner for You – Designations - 24 January 2017
Finding the Best Financial Advisor for You – Advisor Compensation - 17 January 2017
Who Needs a Comprehensive Financial Plan - 10 January 2017
What Does a Personal Financial Plan Include? - 3 January 2017
A Fee Only Financial Planner’s Resolution – Implementing a Budget - 27 December 2016
What I Wish A Financial Advisor Had Told Me – Part 2 - 20 December 2016
What I Wish A Financial Planner Had Told Me - 13 December 2016
Fee Only Wealth Management: How to Optimize Charitable Giving - 15 November 2016
Planning for Early Retirement – 4 Things to Consider - 8 November 2016

FERS

What You Should Know About Postponed and Deferred Retirement Under FERS - 4 May 2021
Calculating Your FERS Pension and Disability - 28 January 2021
FERS Supplement for Special Provisions - 29 December 2020
FERS Early Out Retirement - 21 December 2020
Understanding Your FERS Retirement - 21 December 2020
Understanding Your FERS Annuity - 11 August 2020
Leaving Federal Service: Financial Issues to Consider When Taking a Job Outside the Government - 25 October 2018
Federal Employees and the Impact on Retirement of No Raise - 26 September 2018
How Federal Employees Can Plan a Successful Early Retirement - 8 August 2017
Understanding Your Options and When to Withdraw from Your FERS Annuity - 5 August 2017
How to Handle Risk in Retirement With Income Layering - 29 July 2017

Finances and Kids

Why Estate Planning Matters When You’re Young and Healthy Too - 1 August 2022
How to Send Your Kids to College Debt-Free - 2 July 2021
529 Plans: What You Should Know About Saving For College - 19 September 2018
Assets and Your Child’s Financial Aid: How Ownership Affects Assistance - 15 February 2018
Tax Planning and Children: Tax Issues in Holding Assets for Your Kids - 1 February 2018
Financial Account for Your Child: Understand Your Options - 25 January 2018
Saving for Education - 30 August 2017
Financial plan for couple in late 30s planning to adopt - 25 June 2011

Finances in couples

Rainy Days and an Emergency Reserve – Funding for the Unexpected - 28 January 2019
Money Issues: Couples Combining Finances - 5 April 2017
Tips on Implementing a Budget - 16 March 2017
7 Things to Consider if Obergefell v. Hodges Affects You - 1 November 2016
How Couples Can Get the Most Out of Social Security - 19 August 2015
Obergefell and Financial Plans for Same Sex Couples - 8 July 2015
Know Thyself, Then Plan - 15 June 2015
Financial Goals Don’t Always Start with Money - 1 June 2015
All Our Friends are Staying Together - 1 May 2015
Tips for Couples on Building a Strong Financial Plan - 15 April 2015
Financial plan for couple in late 30s planning to adopt - 25 June 2011

Financial advisors

How to Find the Best Financial Advisor for You - 7 December 2020
Fee-Only Financial Advisor: Why it Matters - 20 February 2020
How to Find a Financial Advisor - 14 February 2020
Don’t Buy Pork at a Nail Salon : A Lesson in Knowing What You Need - 8 January 2020
Regulation BI – Fiduciary Advisor Lite or Worse? - 18 July 2019
What Really Impacts Financial Success – A Reading List - 14 February 2019
Attribution Analysis – Assessing Investment Decisions - 11 February 2019
How are your Investments Doing – Benchmarking Portfolio Performance - 4 February 2019
Investment Management: Questions to Ask About Your Portfolio - 22 March 2018
Buying Credibility: Why Fluff Awards Can Hurt Your Search for an Advisor - 28 February 2018
Understanding An Advisor’s Investment Track Record - 18 January 2018
Caring for Aging Parents: When Your Parent is Reluctant to Accept Help - 28 November 2017
A Framework for Helping Parents with Finances - 3 October 2017
You Need a Financial Platform – Not Just a Plan or Advice - 28 September 2017
Humility and Patience – Characteristics of a Successful Investors - 2 August 2017
Alternatives to Market Timing - 5 July 2017
Book Review: The Power of Habit - 21 June 2017
Used Car Salesmen and a Fiduciary Standard - 8 February 2017
Finding the Best Wealth Manager for You – Fit - 31 January 2017
Identifying the Best Financial Planner for You – Designations - 24 January 2017
Finding the Best Financial Advisor for You – Advisor Compensation - 17 January 2017
A Fee Only Financial Planner’s Resolution – Implementing a Budget - 27 December 2016
What I Wish A Financial Advisor Had Told Me – Part 2 - 20 December 2016
The Benefits of A Fiduciary Standard and Tracking the Polls - 13 June 2016
Know Thyself, Then Plan - 15 June 2015
Financial Goals Don’t Always Start with Money - 1 June 2015
What is Investment Consulting? - 15 May 2012
What is Wealth Management? - 13 March 2012
Adding It All Up – The Cost of a Financial Plan and How to Save - 7 May 2011
The Cost of Investment Advice and Investments - 10 April 2011
How Much Does Financial Advice Cost? - 2 April 2011

financial plans

How Might Inflation Affect Your Retirement Plans? - 20 July 2021
How to Send Your Kids to College Debt-Free - 2 July 2021
How the IRMAA Could Increase Your Medicare Premiums — and What You Can Do to Avoid This - 24 May 2021
What You Should Know About Postponed and Deferred Retirement Under FERS - 4 May 2021
What Are Your TSP Investment Options — and How Can You Build a Retirement Portfolio with Them? - 4 May 2021
What You Need to Know About Standard Form 50 - 17 March 2021
How Should You Invest Extra Cash? - 29 January 2021
Calculating Your FERS Pension and Disability - 28 January 2021
FERS Early Out Retirement - 21 December 2020
Understanding Your FERS Retirement - 21 December 2020
Using the TSP to Pay Off Your Mortgage - 21 December 2020
What to Watch for During the Presidential Transition - 9 December 2020
How to Find the Best Financial Advisor for You - 7 December 2020
Four Factors to Consider Before Deciding to Retire Early - 10 November 2020
How Low Interest Rates Can Help Your Long Term Financial Plan - 30 September 2020
Should You Take an Early Retirement Offer? - 24 August 2020
Understanding Your FERS Annuity - 11 August 2020
Thinking Through Risk and Investing - 10 August 2020
The TSP Goes to China – An Emerging Markets Option? - 21 May 2020
Managing Portfolios – How We’re Thinking About this Downturn - 7 April 2020
Fee-Only Financial Advisor: Why it Matters - 20 February 2020
How to Find a Financial Advisor - 14 February 2020
Don’t Buy Pork at a Nail Salon : A Lesson in Knowing What You Need - 8 January 2020
Designing Your Retirement Paycheck & Decreasing Your Stress - 7 January 2020
In-Service Distributions from Your TSP Account - 7 October 2019
TSP Withdrawal Options at Retirement - 23 September 2019
Property Taxes in Atlanta and Decatur – What You Should Know - 23 August 2019
Buy a Home Now or Wait for a Recession? - 8 August 2019
Regulation BI – Fiduciary Advisor Lite or Worse? - 18 July 2019
What Really Impacts Financial Success – A Reading List - 14 February 2019
Attribution Analysis – Assessing Investment Decisions - 11 February 2019
How are your Investments Doing – Benchmarking Portfolio Performance - 4 February 2019
Rainy Days and an Emergency Reserve – Funding for the Unexpected - 28 January 2019
Plan for a Bear Market – How to Stay on Track (and Sleep Well) - 16 January 2019
A Financial Planning Checklist to Start the New Year - 8 January 2019
What to Do About Rising Long Term Care Premiums - 28 November 2018
Holding the Line on Holiday Spending - 13 November 2018
Leaving Federal Service: Financial Issues to Consider When Taking a Job Outside the Government - 25 October 2018
Preparing for an Unexpected Death: Steps to Take Now - 5 October 2018
How to Maximize Happiness: A Few Ways Money Can Make You Happy - 20 September 2018
529 Plans: What You Should Know About Saving For College - 19 September 2018
The Ups and Downs of Investing in Emerging Markets - 12 September 2018
Prescription Drugs and Medicare: How to Enroll in Part D - 3 August 2018
Understanding Medicare: Your Medicare Coverage Choices - 26 July 2018
Spending on Healthcare in Retirement: How to Plan for It in Your Budget - 5 July 2018
Market Movements: Shifting Focus from the Unknowable - 24 May 2018
Deciding Whether or Not to Take the Buyout — Points to Consider - 2 May 2018
Putting Together A Personal Financial Calendar: Month-by-Month Recommendations - 25 April 2018
3 Charitable Options to Reduce Your Taxes - 18 April 2018
Enough is Enough: How to Plan for Sustainable Spending - 11 April 2018
Your Financial Health: Don’t Overlook Inflation When it Comes to Retirement - 6 April 2018
Switching Jobs? Pensions, Tax Savings and Other Considerations - 28 March 2018
Investment Management: Questions to Ask About Your Portfolio - 22 March 2018
Planning for Taxes in Retirement: Options to Control What You Pay - 14 March 2018
Retirement Planning Basics – How to Withdraw from Your Portfolio - 8 March 2018
Wall Street Slump: Your Checklist for When the Market Heads South - 7 February 2018
Tax Planning and Children: Tax Issues in Holding Assets for Your Kids - 1 February 2018
Financial Account for Your Child: Understand Your Options - 25 January 2018
Market History and the Return on Everything – How Should You Invest? - 10 January 2018
New Tax Bill: Will the Tax Code Changes Save You Money? - 4 January 2018
The Most Important Thing: A Great Investing Book for the Holidays - 20 December 2017
Looking After Elderly Parents: A Checklist to Help Organize Their Finances - 5 December 2017
Caring for Aging Parents: When Your Parent is Reluctant to Accept Help - 28 November 2017
Year End Financial Checklist for Better Financial Health - 22 November 2017
Cognitive Biases: Why Thinking Fast Isn’t Good for Investors - 14 November 2017
Mental Stumbling Blocks to Watch Out for When Putting a Plan into Action - 8 November 2017
Setting Financial Goals: Stumbling Toward Happiness - 1 November 2017
Health Savings Accounts: Why I Am a Big Fan of These Savings Vehicles - 25 October 2017
Open Enrollment and Checking in on ACA Coverage - 19 October 2017
A Framework for Helping Parents with Finances - 3 October 2017
You Need a Financial Platform – Not Just a Plan or Advice - 28 September 2017
Investing in Gold - 13 September 2017
Saving for Education - 30 August 2017
Handling the Unexpected in a Financial Plan - 17 August 2017
How Federal Employees Can Plan a Successful Early Retirement - 8 August 2017
Realistic Investment Expectations - 12 July 2017
Alternatives to Market Timing - 5 July 2017
Market Timing - 28 June 2017
Is Pet Insurance a Good Idea? - 14 June 2017
The Process Of Buying A New Car - 6 June 2017
Thinking Through Buying a New Car - 1 June 2017
Prioritizing Paying Down Debt versus Savings - 25 May 2017
How Much Life Insurance Do You Need? - 17 May 2017
A Few Thoughts on Debt and Financial Planning - 9 May 2017
Roth IRA or Traditional IRA – What Works Best for You? - 2 May 2017
Retirement Planning: Keep a Pension or Cash it In - 27 April 2017
What We Can All Learn from Financial Planning for Teachers - 19 April 2017
Choosing Between Whole Life and Term Life Insurance - 12 April 2017
Money Issues: Couples Combining Finances - 5 April 2017
Investing Outside the Public Markets – Things to Consider - 28 March 2017
Financial Planning for Entrepreneurs - 22 March 2017
Tips on Implementing a Budget - 16 March 2017
Financial Planning and Buying a Home - 9 March 2017
Investment Management and Building Your Portfolio – Questions to Ask - 28 February 2017
Two Not So Obvious Things I’ve Learned When It Comes To Investment Management - 16 February 2017
Used Car Salesmen and a Fiduciary Standard - 8 February 2017
Finding the Best Wealth Manager for You – Fit - 31 January 2017
Identifying the Best Financial Planner for You – Designations - 24 January 2017
What Does a Personal Financial Plan Include? - 3 January 2017
What I Wish A Financial Advisor Had Told Me – Part 2 - 20 December 2016
What I Wish A Financial Planner Had Told Me - 13 December 2016
Financial Advisors: An Inheritance Investment Case Study - 29 November 2016
Fee Only Wealth Management: How to Optimize Charitable Giving - 15 November 2016
7 Things to Consider if Obergefell v. Hodges Affects You - 1 November 2016
Trying to Reason with Hurricane Season – Notes from a Financial Advisor - 19 October 2016
Retirement Planning and Reverse Mortgages - 21 September 2016
The Benefits of A Fiduciary Standard and Tracking the Polls - 13 June 2016
How Couples Can Get the Most Out of Social Security - 19 August 2015
Obergefell and Financial Plans for Same Sex Couples - 8 July 2015
Know Thyself, Then Plan - 15 June 2015
Budget Seems to be the Hardest Word - 15 May 2015
Advice from a Recovering Know-it-All - 3 April 2015
What is Investment Consulting? - 15 May 2012
What is Wealth Management? - 13 March 2012
Financial plan for couple in late 30s planning to adopt - 25 June 2011
Adding It All Up – The Cost of a Financial Plan and How to Save - 7 May 2011
The Cost of Investment Advice and Investments - 10 April 2011
How Much Does Financial Advice Cost? - 2 April 2011

Gold

Investing in Gold - 13 September 2017

Habits

It’s Hard to Be Humble – Overconfidence Bias and Hindsight Bias - 22 June 2018
Cognitive Biases Part 2: Anchoring and Recency Bias - 14 June 2018
Confirmation Bias: A Shortcut in the Wrong Direction - 30 May 2018
Putting Together A Personal Financial Calendar: Month-by-Month Recommendations - 25 April 2018
Enough is Enough: How to Plan for Sustainable Spending - 11 April 2018
Year End Financial Checklist for Better Financial Health - 22 November 2017
Cognitive Biases: Why Thinking Fast Isn’t Good for Investors - 14 November 2017
Mental Stumbling Blocks to Watch Out for When Putting a Plan into Action - 8 November 2017
A Guide To Teaching Kids about Money and Values - 23 August 2017
Book Review: The Power of Habit - 21 June 2017
Money Issues: Couples Combining Finances - 5 April 2017
Tips on Implementing a Budget - 16 March 2017

Health Insurance

Understanding Your Federal Employee Health Benefits - 15 October 2022
What You Need To Know About Healthcare If You’re Retiring Early - 1 October 2022
How the IRMAA Could Increase Your Medicare Premiums — and What You Can Do to Avoid This - 24 May 2021
Early Retirement and Federal Employee Healthcare Benefits - 4 November 2020
Should You Take an Early Retirement Offer? - 24 August 2020
What to Do About Rising Long Term Care Premiums - 28 November 2018
Long-Term Care Insurance: How to Determine If It Is Right for You - 29 August 2018
Working Past Retirement Age – Things to Consider - 16 August 2018
Medigap Insurance: What You Need to Know - 10 August 2018
Prescription Drugs and Medicare: How to Enroll in Part D - 3 August 2018
Understanding Medicare: Your Medicare Coverage Choices - 26 July 2018
Spending on Healthcare in Retirement: How to Plan for It in Your Budget - 5 July 2018
Health Savings Accounts: Why I Am a Big Fan of These Savings Vehicles - 25 October 2017
Open Enrollment and Checking in on ACA Coverage - 19 October 2017
Medicare Changes from a Fee-Only Financial Advisor’s Perspective - 6 December 2016
Planning for Early Retirement – 4 Things to Consider - 8 November 2016
7 Things to Consider if Obergefell v. Hodges Affects You - 1 November 2016
June 2015 – Medical Expenses, Cybersecurity and Taxes - 10 June 2015

Inheritance and Finances

Who Needs a Comprehensive Financial Plan - 10 January 2017
Financial Advisors: An Inheritance Investment Case Study - 29 November 2016
Invest an Inheritance - 22 November 2016

Insurance Planning

Does It Make Sense To Still Carry Life Insurance In Retirement? - 1 September 2022
Mapping Out Your Retirement Cash Flow Strategy Part Two: Social Security and Beyond - 7 June 2022
What You Need To Know About Flood Insurance - 6 October 2021
How the IRMAA Could Increase Your Medicare Premiums — and What You Can Do to Avoid This - 24 May 2021
Long-Term Care Insurance: How to Determine If It Is Right for You - 29 August 2018
Medigap Insurance: What You Need to Know - 10 August 2018
Spending on Healthcare in Retirement: How to Plan for It in Your Budget - 5 July 2018
Looking After Elderly Parents: A Checklist to Help Organize Their Finances - 5 December 2017
Open Enrollment and Checking in on ACA Coverage - 19 October 2017
Is Pet Insurance a Good Idea? - 14 June 2017
How Much Life Insurance Do You Need? - 17 May 2017
Choosing Between Whole Life and Term Life Insurance - 12 April 2017
Medicare Changes from a Fee-Only Financial Advisor’s Perspective - 6 December 2016
7 Things to Consider if Obergefell v. Hodges Affects You - 1 November 2016
Trying to Reason with Hurricane Season – Notes from a Financial Advisor - 19 October 2016

Investment Management

Staying On Track Through A Market Downturn - 19 July 2022
Your Stock Options Are Vesting, How To Plan for The Windfall - 1 July 2022
What To Make of Fluctuating Markets - 15 March 2022
What Are Your TSP Investment Options — and How Can You Build a Retirement Portfolio with Them? - 4 May 2021
Should I Make a Roth contribution or a Traditional IRA Contribution? - 26 February 2021
How Should You Invest Extra Cash? - 29 January 2021
What to Watch for During the Presidential Transition - 9 December 2020
How to Find the Best Financial Advisor for You - 7 December 2020
Thinking Through Risk and Investing - 10 August 2020
The TSP Goes to China – An Emerging Markets Option? - 21 May 2020
How to Find a Financial Advisor - 14 February 2020
In-Service Distributions from Your TSP Account - 7 October 2019
Attribution Analysis – Assessing Investment Decisions - 11 February 2019
How are your Investments Doing – Benchmarking Portfolio Performance - 4 February 2019
What Investment Diversification Really Means - 8 December 2018
Thinking About Risk - 21 November 2018
Confirmation Bias: A Shortcut in the Wrong Direction - 30 May 2018
Market Movements: Shifting Focus from the Unknowable - 24 May 2018
Investment Management: Questions to Ask About Your Portfolio - 22 March 2018
Understanding An Advisor’s Investment Track Record - 18 January 2018
Market History and the Return on Everything – How Should You Invest? - 10 January 2018
Tax Loss Harvesting – Another Free Lunch? - 13 December 2017
Investing in Gold - 13 September 2017
Investing in Rental Real Estate – Does It Make Sense for You? - 9 August 2017
Humility and Patience – Characteristics of a Successful Investors - 2 August 2017
The Risks of Chasing Return over the Short Term - 26 July 2017
Alternatives to Market Timing - 5 July 2017
Market Timing - 28 June 2017
Investing Outside the Public Markets – Things to Consider - 28 March 2017
Investment Management and Building Your Portfolio – Questions to Ask - 28 February 2017
Investment Advisors and Investment Beliefs - 21 February 2017
Two Not So Obvious Things I’ve Learned When It Comes To Investment Management - 16 February 2017
Invest an Inheritance - 22 November 2016
7 Things to Consider if Obergefell v. Hodges Affects You - 1 November 2016

Investments

Staying On Track Through A Market Downturn - 19 July 2022
Your Stock Options Are Vesting, How To Plan for The Windfall - 1 July 2022
How Might Inflation Affect Your Retirement Plans? - 20 July 2021
What Are Your TSP Investment Options — and How Can You Build a Retirement Portfolio with Them? - 4 May 2021
How Should You Invest Extra Cash? - 29 January 2021
What to Watch for During the Presidential Transition - 9 December 2020
How to Find the Best Financial Advisor for You - 7 December 2020
How Low Interest Rates Can Help Your Long Term Financial Plan - 30 September 2020
Thinking Through Risk and Investing - 10 August 2020
The TSP Goes to China – An Emerging Markets Option? - 21 May 2020
Attribution Analysis – Assessing Investment Decisions - 11 February 2019
How are your Investments Doing – Benchmarking Portfolio Performance - 4 February 2019
Rainy Days and an Emergency Reserve – Funding for the Unexpected - 28 January 2019
Plan for a Bear Market – How to Stay on Track (and Sleep Well) - 16 January 2019
What Investment Diversification Really Means - 8 December 2018
The Ups and Downs of Investing in Emerging Markets - 12 September 2018
Market Movements: Shifting Focus from the Unknowable - 24 May 2018
Investment Management: Questions to Ask About Your Portfolio - 22 March 2018
Wall Street Slump: Your Checklist for When the Market Heads South - 7 February 2018
The Most Important Thing: A Great Investing Book for the Holidays - 20 December 2017
Investing in Gold - 13 September 2017
Investing in Rental Real Estate – Does It Make Sense for You? - 9 August 2017
Humility and Patience – Characteristics of a Successful Investors - 2 August 2017
The Risks of Chasing Return over the Short Term - 26 July 2017
Realistic Investment Expectations - 12 July 2017
Alternatives to Market Timing - 5 July 2017
Market Timing - 28 June 2017
Roth IRA or Traditional IRA – What Works Best for You? - 2 May 2017
Investing Outside the Public Markets – Things to Consider - 28 March 2017
Investment Management and Building Your Portfolio – Questions to Ask - 28 February 2017
Investment Advisors and Investment Beliefs - 21 February 2017
Two Not So Obvious Things I’ve Learned When It Comes To Investment Management - 16 February 2017
What I Wish A Financial Planner Had Told Me - 13 December 2016
Invest an Inheritance - 22 November 2016
7 Things to Consider if Obergefell v. Hodges Affects You - 1 November 2016
The Real Cost of Annuities - 26 September 2011
Adding It All Up – The Cost of a Financial Plan and How to Save - 7 May 2011
The Cost of Investment Advice and Investments - 10 April 2011

IRA

Should I Make a Roth contribution or a Traditional IRA Contribution? - 26 February 2021
Key Retirement Dates You Should Know - 31 May 2019
Working Past Retirement Age – Things to Consider - 16 August 2018
The Thrift Savings Plan vs. 401(k) Plans - 24 May 2018
3 Charitable Options to Reduce Your Taxes - 18 April 2018
Planning for Taxes in Retirement: Options to Control What You Pay - 14 March 2018
Retirement Planning Basics – How to Withdraw from Your Portfolio - 8 March 2018
Assets and Your Child’s Financial Aid: How Ownership Affects Assistance - 15 February 2018
Looking After Elderly Parents: A Checklist to Help Organize Their Finances - 5 December 2017
Roth IRA or Traditional IRA – What Works Best for You? - 2 May 2017
Financial Advisors: An Inheritance Investment Case Study - 29 November 2016
June 2010 Newsletter - 7 June 2010

IRMAA

How the IRMAA Could Increase Your Medicare Premiums — and What You Can Do to Avoid This - 24 May 2021

Life Changing Event

Why Estate Planning Matters When You’re Young and Healthy Too - 1 August 2022
What You Need To Know About Flood Insurance - 6 October 2021
Don’t Buy Pork at a Nail Salon : A Lesson in Knowing What You Need - 8 January 2020
Preparing for an Unexpected Death: Steps to Take Now - 5 October 2018

Life Insurance

How Much Life Insurance Do You Need? - 17 May 2017
Choosing Between Whole Life and Term Life Insurance - 12 April 2017

market timing

How Might Inflation Affect Your Retirement Plans? - 20 July 2021
What You Should Know About Postponed and Deferred Retirement Under FERS - 4 May 2021
What Are Your TSP Investment Options — and How Can You Build a Retirement Portfolio with Them? - 4 May 2021
What to Watch for During the Presidential Transition - 9 December 2020
Is Now the Time to Refinance Your Mortgage? - 1 December 2020
Managing Portfolios – How We’re Thinking About this Downturn - 7 April 2020
Wall Street Slump: Your Checklist for When the Market Heads South - 7 February 2018
The Best Time to Withdraw From Your TSP Account - 2 August 2017
Realistic Investment Expectations - 12 July 2017
Alternatives to Market Timing - 5 July 2017
Market Timing - 28 June 2017
Roth IRA or Traditional IRA – What Works Best for You? - 2 May 2017

Medicare

Mapping Out Your Retirement Cash Flow Strategy Part Two: Social Security and Beyond - 7 June 2022
How the IRMAA Could Increase Your Medicare Premiums — and What You Can Do to Avoid This - 24 May 2021
Early Retirement and Federal Employee Healthcare Benefits - 4 November 2020
Key Retirement Dates You Should Know - 31 May 2019
Retirement Income Planning - 18 December 2018
Working Past Retirement Age – Things to Consider - 16 August 2018
Medigap Insurance: What You Need to Know - 10 August 2018
Prescription Drugs and Medicare: How to Enroll in Part D - 3 August 2018
Understanding Medicare: Your Medicare Coverage Choices - 26 July 2018
Spending on Healthcare in Retirement: How to Plan for It in Your Budget - 5 July 2018
Open Enrollment and Checking in on ACA Coverage - 19 October 2017
Medicare Changes from a Fee-Only Financial Advisor’s Perspective - 6 December 2016
June 2015 – Medical Expenses, Cybersecurity and Taxes - 10 June 2015

Near Retirement

Mapping Out Your Retirement Cash Flow Strategy Part Two: Social Security and Beyond - 7 June 2022
Mapping Out Your Retirement Cash Flow Strategy Part One: Investments and Savings - 15 May 2022
How Might Inflation Affect Your Retirement Plans? - 20 July 2021
What You Should Know About Postponed and Deferred Retirement Under FERS - 4 May 2021
FERS Early Out Retirement - 21 December 2020
Four Factors to Consider Before Deciding to Retire Early - 10 November 2020
Early Retirement and Federal Employee Healthcare Benefits - 4 November 2020
Should You Take an Early Retirement Offer? - 24 August 2020
Designing Your Retirement Paycheck & Decreasing Your Stress - 7 January 2020
Key Retirement Dates You Should Know - 31 May 2019
Plan for a Bear Market – How to Stay on Track (and Sleep Well) - 16 January 2019
Retirement Income Planning - 18 December 2018
How to Maximize Happiness: A Few Ways Money Can Make You Happy - 20 September 2018
Long-Term Care Insurance: How to Determine If It Is Right for You - 29 August 2018
Working Past Retirement Age – Things to Consider - 16 August 2018
Medigap Insurance: What You Need to Know - 10 August 2018
Prescription Drugs and Medicare: How to Enroll in Part D - 3 August 2018
Understanding Medicare: Your Medicare Coverage Choices - 26 July 2018
Spending on Healthcare in Retirement: How to Plan for It in Your Budget - 5 July 2018
When Things Change – What to Do About Estimated Taxes - 27 June 2018
Your Financial Health: Don’t Overlook Inflation When it Comes to Retirement - 6 April 2018
Planning for Taxes in Retirement: Options to Control What You Pay - 14 March 2018
Retirement Planning Basics – How to Withdraw from Your Portfolio - 8 March 2018
Caring for Aging Parents: When Your Parent is Reluctant to Accept Help - 28 November 2017
A Framework for Helping Parents with Finances - 3 October 2017
Handling the Unexpected in a Financial Plan - 17 August 2017
How Federal Employees Can Plan a Successful Early Retirement - 8 August 2017
How to Handle Risk in Retirement With Income Layering - 29 July 2017
Alternatives to Market Timing - 5 July 2017
Market Timing - 28 June 2017
Retirement Planning: Keep a Pension or Cash it In - 27 April 2017
Medicare Changes from a Fee-Only Financial Advisor’s Perspective - 6 December 2016
Planning for Early Retirement – 4 Things to Consider - 8 November 2016

Newsletters

The Benefits of A Fiduciary Standard and Tracking the Polls - 13 June 2016
March 2016 Newsletter - 17 May 2016
December 2015 Newsletter - 5 January 2016
September 2015 Newsletter – Market Timing and an Update on the Fiduciary Standard - 21 September 2015
June 2015 – Medical Expenses, Cybersecurity and Taxes - 10 June 2015
March 2015 Newsletter – Financial Planning and the Fiduciary Standard - 1 April 2015
January 2015 Newsletter – An IPS Update and Why Invest Internationally - 12 March 2015
September 2014 Newsletter – Protecting Your Financial Information - 12 March 2015
December 2012 Newsletter - 31 December 2012
November 2012 Newsletter - 30 November 2012
March 2012 Newsletter - 28 March 2012
February 2012 Newsletter - 26 February 2012
November 2011 Newsletter - 29 November 2011
September 2011 Newsletter - 19 September 2011
August 2011 Newsletter - 18 August 2011
Investing and Debt Ceiling Negotiations - 25 July 2011
June 2011 Newsletter - 16 June 2011
May 2011 Newsletter - 15 May 2011
March 2011 Newsletter - 22 March 2011
February 2010 Newsletter - 9 February 2010

Pets

Is Pet Insurance a Good Idea? - 14 June 2017

Real Estate

Is There a Role for Real Estate in Your Retirement Financial Plan? - 7 April 2021
Using the TSP to Pay Off Your Mortgage - 21 December 2020
Is Now the Time to Refinance Your Mortgage? - 1 December 2020
How Low Interest Rates Can Help Your Long Term Financial Plan - 30 September 2020
Property Taxes in Atlanta and Decatur – What You Should Know - 23 August 2019
Buy a Home Now or Wait for a Recession? - 8 August 2019
Investing in Rental Real Estate – Does It Make Sense for You? - 9 August 2017
Trying to Reason with Hurricane Season – Notes from a Financial Advisor - 19 October 2016
Retirement Planning and Reverse Mortgages - 21 September 2016
June 2015 – Medical Expenses, Cybersecurity and Taxes - 10 June 2015

Retirees

Staying On Track Through A Market Downturn - 19 July 2022
Mapping Out Your Retirement Cash Flow Strategy Part One: Investments and Savings - 15 May 2022
Is There a Role for Real Estate in Your Retirement Financial Plan? - 7 April 2021
Four Factors to Consider Before Deciding to Retire Early - 10 November 2020
Designing Your Retirement Paycheck & Decreasing Your Stress - 7 January 2020
Key Retirement Dates You Should Know - 31 May 2019
Retirement Income Planning - 18 December 2018
Medigap Insurance: What You Need to Know - 10 August 2018
Spending on Healthcare in Retirement: How to Plan for It in Your Budget - 5 July 2018
The Thrift Savings Plan vs. 401(k) Plans - 24 May 2018
Planning for Taxes in Retirement: Options to Control What You Pay - 14 March 2018
Caring for Aging Parents: When Your Parent is Reluctant to Accept Help - 28 November 2017
A Framework for Helping Parents with Finances - 3 October 2017
The Retirement Advantage of Working in Academia - 6 September 2017
Understanding Your Options and When to Withdraw from Your FERS Annuity - 5 August 2017
Alternatives to Market Timing - 5 July 2017
Market Timing - 28 June 2017
The Process Of Buying A New Car - 6 June 2017
Thinking Through Buying a New Car - 1 June 2017
Retirement Planning: Keep a Pension or Cash it In - 27 April 2017
Medicare Changes from a Fee-Only Financial Advisor’s Perspective - 6 December 2016
Planning for Early Retirement – 4 Things to Consider - 8 November 2016

Retirement Planning

A Comprehensive Financial Plan Example for Federal Government Employees - 1 January 2023
A Detailed Retirement Planning Timeline For Emory University Employees - 15 December 2022
Year-End Financial Planning For Pre-Retirees in 6 Simple Steps - 1 December 2022
Staying On Track Through A Market Downturn - 19 July 2022
Mapping Out Your Retirement Cash Flow Strategy Part Two: Social Security and Beyond - 7 June 2022
Mapping Out Your Retirement Cash Flow Strategy Part One: Investments and Savings - 15 May 2022
How Might Inflation Affect Your Retirement Plans? - 20 July 2021
How the IRMAA Could Increase Your Medicare Premiums — and What You Can Do to Avoid This - 24 May 2021
What You Should Know About Postponed and Deferred Retirement Under FERS - 4 May 2021
What Are Your TSP Investment Options — and How Can You Build a Retirement Portfolio with Them? - 4 May 2021
Is There a Role for Real Estate in Your Retirement Financial Plan? - 7 April 2021
What You Need to Know About Standard Form 50 - 17 March 2021
Should I Make a Roth contribution or a Traditional IRA Contribution? - 26 February 2021
How Should You Invest Extra Cash? - 29 January 2021
Calculating Your FERS Pension and Disability - 28 January 2021
FERS Supplement for Special Provisions - 29 December 2020
FERS Early Out Retirement - 21 December 2020
Understanding Your FERS Retirement - 21 December 2020
Using the TSP to Pay Off Your Mortgage - 21 December 2020
How to Find the Best Financial Advisor for You - 7 December 2020
Four Factors to Consider Before Deciding to Retire Early - 10 November 2020
Early Retirement and Federal Employee Healthcare Benefits - 4 November 2020
Should You Take an Early Retirement Offer? - 24 August 2020
Understanding Your FERS Annuity - 11 August 2020
Thinking Through Risk and Investing - 10 August 2020
Managing Portfolios – How We’re Thinking About this Downturn - 7 April 2020
How to Find a Financial Advisor - 14 February 2020
Don’t Buy Pork at a Nail Salon : A Lesson in Knowing What You Need - 8 January 2020
Designing Your Retirement Paycheck & Decreasing Your Stress - 7 January 2020
TSP Withdrawal Options at Retirement - 23 September 2019
Key Retirement Dates You Should Know - 31 May 2019
Retirement Income Planning - 18 December 2018
What Investment Diversification Really Means - 8 December 2018
Thinking About Risk - 21 November 2018
Federal Employees and the Impact on Retirement of No Raise - 26 September 2018
Long-Term Care Insurance: How to Determine If It Is Right for You - 29 August 2018
Working Past Retirement Age – Things to Consider - 16 August 2018
Prescription Drugs and Medicare: How to Enroll in Part D - 3 August 2018
Understanding Medicare: Your Medicare Coverage Choices - 26 July 2018
Spending on Healthcare in Retirement: How to Plan for It in Your Budget - 5 July 2018
When Things Change – What to Do About Estimated Taxes - 27 June 2018
Market Movements: Shifting Focus from the Unknowable - 24 May 2018
The Thrift Savings Plan vs. 401(k) Plans - 24 May 2018
Deciding Whether or Not to Take the Buyout — Points to Consider - 2 May 2018
Your Financial Health: Don’t Overlook Inflation When it Comes to Retirement - 6 April 2018
Switching Jobs? Pensions, Tax Savings and Other Considerations - 28 March 2018
Planning for Taxes in Retirement: Options to Control What You Pay - 14 March 2018
Retirement Planning Basics – How to Withdraw from Your Portfolio - 8 March 2018
Looking After Elderly Parents: A Checklist to Help Organize Their Finances - 5 December 2017
Setting Financial Goals: Stumbling Toward Happiness - 1 November 2017
Health Savings Accounts: Why I Am a Big Fan of These Savings Vehicles - 25 October 2017
A Framework for Helping Parents with Finances - 3 October 2017
The Retirement Advantage of Working in Academia - 6 September 2017
How Federal Employees Can Plan a Successful Early Retirement - 8 August 2017
Understanding Your Options and When to Withdraw from Your FERS Annuity - 5 August 2017
The Best Time to Withdraw From Your TSP Account - 2 August 2017
Roth IRA or Traditional IRA – What Works Best for You? - 2 May 2017
Retirement Planning: Keep a Pension or Cash it In - 27 April 2017
What We Can All Learn from Financial Planning for Teachers - 19 April 2017
Who Needs a Comprehensive Financial Plan - 10 January 2017
What Does a Personal Financial Plan Include? - 3 January 2017
Medicare Changes from a Fee-Only Financial Advisor’s Perspective - 6 December 2016
Planning for Early Retirement – 4 Things to Consider - 8 November 2016
Retirement Planning and Reverse Mortgages - 21 September 2016
How to Maximize Social Security in Retirement - 7 August 2015
Financial Goals Don’t Always Start with Money - 1 June 2015

Roth IRA

Should I Make a Roth contribution or a Traditional IRA Contribution? - 26 February 2021
Using the TSP to Pay Off Your Mortgage - 21 December 2020
Key Retirement Dates You Should Know - 31 May 2019
Retirement Income Planning - 18 December 2018
Working Past Retirement Age – Things to Consider - 16 August 2018
The Thrift Savings Plan vs. 401(k) Plans - 24 May 2018
Planning for Taxes in Retirement: Options to Control What You Pay - 14 March 2018
Retirement Planning Basics – How to Withdraw from Your Portfolio - 8 March 2018
Assets and Your Child’s Financial Aid: How Ownership Affects Assistance - 15 February 2018
Looking After Elderly Parents: A Checklist to Help Organize Their Finances - 5 December 2017
Saving for Education - 30 August 2017
Roth IRA or Traditional IRA – What Works Best for You? - 2 May 2017
Financial Advisors: An Inheritance Investment Case Study - 29 November 2016
June 2010 Newsletter - 7 June 2010

Savings

How Might Inflation Affect Your Retirement Plans? - 20 July 2021
How to Send Your Kids to College Debt-Free - 2 July 2021
How the IRMAA Could Increase Your Medicare Premiums — and What You Can Do to Avoid This - 24 May 2021
Should I Make a Roth contribution or a Traditional IRA Contribution? - 26 February 2021
How Should You Invest Extra Cash? - 29 January 2021
FERS Supplement for Special Provisions - 29 December 2020
Rainy Days and an Emergency Reserve – Funding for the Unexpected - 28 January 2019
Plan for a Bear Market – How to Stay on Track (and Sleep Well) - 16 January 2019
A Financial Planning Checklist to Start the New Year - 8 January 2019
What Investment Diversification Really Means - 8 December 2018
Thinking About Risk - 21 November 2018
How to Maximize Happiness: A Few Ways Money Can Make You Happy - 20 September 2018
529 Plans: What You Should Know About Saving For College - 19 September 2018
Long-Term Care Insurance: How to Determine If It Is Right for You - 29 August 2018
The Thrift Savings Plan vs. 401(k) Plans - 24 May 2018
Investment Management: Questions to Ask About Your Portfolio - 22 March 2018
Planning for Taxes in Retirement: Options to Control What You Pay - 14 March 2018
Retirement Planning Basics – How to Withdraw from Your Portfolio - 8 March 2018
Assets and Your Child’s Financial Aid: How Ownership Affects Assistance - 15 February 2018
A Framework for Helping Parents with Finances - 3 October 2017
Saving for Education - 30 August 2017
How Federal Employees Can Plan a Successful Early Retirement - 8 August 2017
Understanding Your Options and When to Withdraw from Your FERS Annuity - 5 August 2017
Prioritizing Paying Down Debt versus Savings - 25 May 2017
A Few Thoughts on Debt and Financial Planning - 9 May 2017
Retirement Planning: Keep a Pension or Cash it In - 27 April 2017
What We Can All Learn from Financial Planning for Teachers - 19 April 2017
What Does a Personal Financial Plan Include? - 3 January 2017
A Fee Only Financial Planner’s Resolution – Implementing a Budget - 27 December 2016
What I Wish A Financial Planner Had Told Me - 13 December 2016
Financial Advisors: An Inheritance Investment Case Study - 29 November 2016
7 Things to Consider if Obergefell v. Hodges Affects You - 1 November 2016

Tax Planning

Should I Make a Roth contribution or a Traditional IRA Contribution? - 26 February 2021
Using the TSP to Pay Off Your Mortgage - 21 December 2020
How to Find the Best Financial Advisor for You - 7 December 2020
Property Taxes in Atlanta and Decatur – What You Should Know - 23 August 2019
A Financial Planning Checklist to Start the New Year - 8 January 2019
Working Past Retirement Age – Things to Consider - 16 August 2018
When Things Change – What to Do About Estimated Taxes - 27 June 2018
The Thrift Savings Plan vs. 401(k) Plans - 24 May 2018
The New Deduction Limitation and Georgia HEART and GOAL Programs - 9 May 2018
3 Charitable Options to Reduce Your Taxes - 18 April 2018
Planning for Taxes in Retirement: Options to Control What You Pay - 14 March 2018
Retirement Planning Basics – How to Withdraw from Your Portfolio - 8 March 2018
Tax Planning and Children: Tax Issues in Holding Assets for Your Kids - 1 February 2018
New Tax Bill: Will the Tax Code Changes Save You Money? - 4 January 2018
Tax Loss Harvesting – Another Free Lunch? - 13 December 2017
Looking After Elderly Parents: A Checklist to Help Organize Their Finances - 5 December 2017
Health Savings Accounts: Why I Am a Big Fan of These Savings Vehicles - 25 October 2017
Saving for Education - 30 August 2017
A Few Thoughts on Debt and Financial Planning - 9 May 2017
Roth IRA or Traditional IRA – What Works Best for You? - 2 May 2017
Financial Advisors: An Inheritance Investment Case Study - 29 November 2016
Invest an Inheritance - 22 November 2016
Fee Only Wealth Management: How to Optimize Charitable Giving - 15 November 2016
7 Things to Consider if Obergefell v. Hodges Affects You - 1 November 2016
Obergefell and Financial Plans for Same Sex Couples - 8 July 2015
June 2010 Newsletter - 7 June 2010
February 2010 Newsletter - 9 February 2010

Thrift Savings Plan (TSP)

What Are Your TSP Investment Options — and How Can You Build a Retirement Portfolio with Them? - 4 May 2021
Understanding Your FERS Retirement - 21 December 2020
Using the TSP to Pay Off Your Mortgage - 21 December 2020
The TSP Goes to China – An Emerging Markets Option? - 21 May 2020
In-Service Distributions from Your TSP Account - 7 October 2019
TSP Withdrawal Options at Retirement - 23 September 2019
Leaving Federal Service: Financial Issues to Consider When Taking a Job Outside the Government - 25 October 2018
Federal Employees and the Impact on Retirement of No Raise - 26 September 2018
The Thrift Savings Plan vs. 401(k) Plans - 24 May 2018
How Federal Employees Can Plan a Successful Early Retirement - 8 August 2017
Understanding Your Options and When to Withdraw from Your FERS Annuity - 5 August 2017
The Best Time to Withdraw From Your TSP Account - 2 August 2017
How to Handle Risk in Retirement With Income Layering - 29 July 2017

Uncategorized

3 Charitable Options to Reduce Your Taxes - 18 April 2018
Financial Account for Your Child: Understand Your Options - 25 January 2018
June 2010 Newsletter - 7 June 2010

Wealth Management

A Comprehensive Financial Plan Example for Federal Government Employees - 1 January 2023
How to Find the Best Financial Advisor for You - 7 December 2020
How to Find a Financial Advisor - 14 February 2020
Attribution Analysis – Assessing Investment Decisions - 11 February 2019
How are your Investments Doing – Benchmarking Portfolio Performance - 4 February 2019
Investment Management: Questions to Ask About Your Portfolio - 22 March 2018
Roth IRA or Traditional IRA – What Works Best for You? - 2 May 2017
Investment Management and Building Your Portfolio – Questions to Ask - 28 February 2017
Two Not So Obvious Things I’ve Learned When It Comes To Investment Management - 16 February 2017
Finding the Best Wealth Manager for You – Fit - 31 January 2017
Identifying the Best Financial Planner for You – Designations - 24 January 2017
Finding the Best Financial Advisor for You – Advisor Compensation - 17 January 2017
Who Needs a Comprehensive Financial Plan - 10 January 2017
What Does a Personal Financial Plan Include? - 3 January 2017
A Fee Only Financial Planner’s Resolution – Implementing a Budget - 27 December 2016
What I Wish A Financial Planner Had Told Me - 13 December 2016
Financial Advisors: An Inheritance Investment Case Study - 29 November 2016
Invest an Inheritance - 22 November 2016
Know Thyself, Then Plan - 15 June 2015
What is Wealth Management? - 13 March 2012