Social Security benefits are a crucial component of retirement planning for federal employees. However, deciding…
Author: Jose Armenta, MsBA, CFP®, ChFC®, EA
Hi, I’m Jose Armenta, a Certified Financial Planner practitioner. For over 14 years, I have worked with or among federal employees, from serving in the Marine Corps to my stint as a police dispatcher and now as a financial planner specializing in helping FERS federal employees.
In that time, I have spoken to hundreds of federal employees about their benefits and retirement. Helping federal employees maximize their benefits, reduce taxes, and live confidently is a passion of mine.
When I am not perfecting financial plans, you’ll find me at the shooting range, playing the drums, or breaching blanket forts with my three little ones.
As federal employees prepare to retire, they face a critical decision; what should they do…
As federal employees enter retirement, they cross into foreign territory littered with risks. These risks…
Roths are a powerful federal retirement planning tool! Whether it be your Roth TSP or…
You’ve worked hard for years, and now it’s time to ride into the sunset, but…
I think every federal employee can agree that 2022 was an eventful year. This past…
Given the wild year of market ups and downs paired with inflation we haven’t seen…
After a year of wild stock market swings and declines, most federal employees have investment…
Most federal employees don’t think about their taxes until April 15th is around the corner,…
For part two of our tax planning series, we’re going to review one of the…