Category Archives: retirement planning

Retirement Journal – 400 Days & Counting Down

Today is March 23, which means that tomorrow (March 24) marks 400 days until my retirement ceremony date of May 1, 2017.  The other day, I was talking with Jeff Rose, CFP®. Jeff is the creator of the Good Financial … Continue reading

Posted in retirement, retirement planning, Uncategorized | Tagged , , | 1 Comment

Why the Thrift Savings Plan Has Plenty of Diversification for Any Investor

This article first appeared as a guest post on Ryan Guina’s Military Wallet. Many people dislike the Thrift Savings Plan (TSP) because they feel it isn’t sufficiently diversified. This is an easy point to make, since TSP has five investment … Continue reading

Posted in retirement planning, thrift savings plan, tsp, Uncategorized | Tagged , , , , , , , , | Leave a comment

Job Risk Mindset After Retirement – What to Consider When Starting Your Second Career

While I normally try to write to people looking to either retire or separate, this article is intended for people who plan to retire. However, there are some items of consideration for separating members as well. This article is the … Continue reading

Posted in financial planning, military, military financial planning, military retirement, military transition, military tsp, retirement planning, transition, westchase financial planning | Tagged , , , , , | 1 Comment

Three Reasons You Should Stay Local After Transitioning From the Military

There comes a time in everyone’s life where they have to make the decision to get out of the military.  Whether it’s retirement or separation, everyone will eventually have to part ways with their service.  In doing so, they will … Continue reading

Posted in financial planning, http://schemas.google.com/blogger/2008/kind#post, military financial planning, military pension, military transition, retirement, retirement planning, transition, westchase financial planning | Leave a comment

What Will My Military Pension Look Like After Retirement?

One of my friends asked me to write about the impacts to your cash flow when you retire. While your cash flow may go up or down based upon a lot of non-military factors, such as relocation or your follow-on career, this blog post will attempt to address the military-specific changes that occur, and which you should take into account when you’re planning for separation or retirement. Continue reading

Posted in military pension, military transition, pension, retirement planning, westchase financial planning | Tagged , , , , , , | 1 Comment

Retirement Journal – January 2016

This is the second in my series of retirement journal blog posts.  In case you missed my first article, you can read it here.  Although this post isn’t an update on my personal situation, I wanted to cover something that … Continue reading

Posted in financial planning, military, military financial planning, military transition, retirement, retirement planning, westchase financial planning | 1 Comment

Retirement Journal (Initial Entry)

One of the things I wanted to do with this blog is to chronicle the transition from my military career to my new civilian career as a fee-only financial planner in the Tampa Bay area.  One of my 2016 New … Continue reading

Posted in military financial planning, military pension, military retirement, military transition, retirement, retirement planning, transition, westchase financial planning | Leave a comment