For part two of our mid-year tax planning series, we’re going to review one of…
Author: Jose Armenta, MsBA, CFP®, ChFC®, EA
Jose Armenta is a CERTIFIED FINANCIAL PLANNER professional who specializes in helping federal employees get the most out of their federal benefits.
Jose's experience serving federal employees provides him with valuable insight into the unique financial planning needs of federal employees.
It’s hard to believe that half the year has gone by already, and while summertime…
While the TSP is great since it provides certain tax benefits and allows federal employees…
Federal employees often ask me if annuities are good or bad? And my response is…
Most federal employees saving for retirement have heard the terms “IRA transfer” and “rollover,” which…
Many federal employees plan to work at least part-time in retirement. Some make this decision…
For over a year, we have been hearing that the Federal Retirement Thrift Investment Board…
Every federal employee has heard the saying, “Don’t put all your eggs in one basket.”…
Do you lose sleep every time the financial markets decline, or do you view a…
Federal retirees face numerous risks in their golden years. These risks often fall into three…