We see this question a lot, and more often than not we see it from people who want one group’s or another’s collective advice…and instead get a mish-mash of over-simplified or over-generalized opinions. Anyone’s best answer to this, of course,…
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It wasn’t that long ago that genuine financial advice was not available to military personnel. There may have been the rare unicorn in uniform among us who had the means to pay for an advisor, but by and large we…
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Running a military-focused tax firm, I run into a similar situation year after year. A military spouse is sitting across the desk from me, arms crossed, jaw clenched, steam rising from her neck and shoulders. Her eyes are cast down…
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Deciding whether to take the Survivor Benefit Plan (SBP) is one of the most important decisions military families make when it is time to transition to civilian life. Unfortunately, it is also one of the most complex. There are many…
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Does it Really Matter How Your Financial Adviser Gets Paid? YES! This blog post got long and technical, so I decided to turn it into a narrated slide show to make it more digestible. Or you can read the article…
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Imagine for a minute that Sean is standing across the room from me. He is holding a piece of string he needs to cut. Wanting to be helpful, I take a kitchen knife, hand it to an 18-month-old child, give…
Continue ReadingPublications, Insights & News from the team at Annuity Strategic.