Wealth Management News & Updates
Estate Planning Basics: What Every Military Family and Business Owner Needs in Place
Most of us know we should have a will. But few of us have the complete set of documents that actually protects our families when it matters most. For military families and business owners, the stakes are particularly high, and the gaps are particularly common. Here's what needs to be in place, and why each piece matters.
Your TSP Review: What to Check and Why It Matters
Most service members set up their TSP at enrollment and never look back. But you can review and update your contribution rate, fund allocation, Roth vs. Traditional election, and beneficiary designation at any time, no restrictions, no waiting period. Here's exactly what to check and why each item matters for your retirement picture.
Roth TSP vs. Traditional TSP: Which Should You Choose?
When you enrolled in the TSP, you made one of the most important financial decisions of your military career. Most service members made it in about 30 seconds, and never revisited it. Here's what the Roth vs. Traditional decision actually means, and how to know which one is right for you.