I’ll admit it. When I first heard the military was going to transform its retirement benefits by decreasing the pension and providing a match to the Thrift Savings Plan (TSP), my first reaction was, “They’ve gone and screwed up a…
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Okay, so you’ve been putting this off. I get it. As advisors, Paul and I see no shortage of enthusiastic procrastinators. Worse yet, some of them are accomplished. And if you’ve been putting off deciding whether to opt in to the…
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Paul’s Introduction… I’m ‘The Tax Guy’ in our RWS partnership. So I was surprised when, after going over the topics I planned to cover at an upcoming RWS webinar on the changes to tax law in 2018, Sean said, “I’m…
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You’ve been watching financial porn again haven’t you? I can always tell. I don’t even have to check your TV for the last channel viewed or dig to the bottom of your trash bin. Don’t bother deleting your browser history…
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The movie Full Metal Jacket is a favorite of mine. It follows a young Marine known as ‘Joker’ (played by Matthew Modine) from boot camp at Paris Island to Vietnam. As a Marine journalist he’s stuck “in the rear with…
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There are numerous benefits to a military career, but none so easily recognizable as the pension you receive at the end of it. The primary measure of the pension’s value is obvious – as a retirement asset the pension provides…
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