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Thoughts from the Founder


One Piece of (nearly) Universal Financial Advice Thumbnail

One Piece of (nearly) Universal Financial Advice

Unforeseen liabilities are the kryptonite for most financial plans. Parting with assets earmarked for one's retired years can have dramatic financial and psychological impacts. Fortunately, simple and affordable insurance products exist to substantially reduce this risk.

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Maximizing Your Amazon Employment Benefits Thumbnail

Maximizing Your Amazon Employment Benefits

Starting work at any new employer is stressful. The stress is further complicated if you are transitioning from a military career, via an Active Duty Retirement or otherwise. Fortunately, Amazon is a very military-friendly company with outstanding benefits. The following are some considerations for when you make your choices.

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How To Make The Most Of Your Military Retirement Benefits: A Four-Point Checklist Thumbnail

How To Make The Most Of Your Military Retirement Benefits: A Four-Point Checklist

As discussed in earlier articles, the U.S. Military offers excellent benefits when you retire from active duty. Part of my role is to help my Clients anticipate the challenges of retirement and plan for how the different pieces fit together. Military benefits are one important piece of your overall retirement plan, including other savings, investments, and income sources. This simple four-point checklist touches on a few critical pieces.

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Please - I am Begging - Start Using a Password Manager Thumbnail

Please - I am Begging - Start Using a Password Manager

The Internet Age has been upon is for a while now and we are only going to grow more dependent on technology going forward. Whether we like it or not, credentialing is still a password-driven game. Therefore, it makes sense to fortify your defenses with strong, random passwords.

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Demystifying Your Amazon RSUs Thumbnail

Demystifying Your Amazon RSUs

It’s not uncommon for individuals to retire from the military and head over to Amazon for their first post-service civilian job. This can be a significant change in both the work environment AND compensation. As a financial advisor, navigating the work environment is outside my sphere of expertise. Compensation, however, is right in my wheelhouse.

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