Client Center

Saving for Retirement

Costs and Benefits of the Federal Employee Thrift Savings Plan

With so many of our clients living and working in the DC metro area, it is no surprise that we […]

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Avoiding Leaky Nest Eggs, Part 2: What to Do with Old Retirement Accounts

As we discussed in our last post (“Avoiding Leaky Nest Eggs, Part 1:  Where to Turn When You Need Money […]

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Avoiding Leaky Nest Eggs, Part 1: Where to Turn When You Need Money Fast

In the wake of the Great Recession, U.S. companies have been trying to bolster employees’ retirement savings habits.  One technique […]

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Will Social Security Still Exist When You Retire?

When working on financial plans for younger clients, we sometimes encounter skepticism that Social Security retirement benefits will still be […]

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The Danger of Online Retirement Planning Tools

Many clients enter our doors on the brink of retirement–they have made plans to retire soon, but before following through […]

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When to Take Social Security: A Game of Informed Guessing

As we have written in prior posts, there are a number of factors to consider in determining when and how […]

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