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Thoughts & Notes


Is Your Mortgage Still a Good Fit? A Mid-Year Mortgage Review Guide
When a client bought her home in 2020, she locked in what felt like a dream rate—just over 3% on a 30-year fixed mortgage. Fast forward...
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Jul 93 min read
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Separation from Federal Service: A Guide for Federal Employees
An overview of pension and benefits for Federal employees who separate from Federal service.
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Feb 268 min read
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To the Class of 2023
Start small. Be consistent. And persistent.
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Jun 7, 20233 min read
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The Value of a Federal Pension
A pension is worth nothing until you retire. But, before you walk away from your pension, be sure you know what you're leaving behind.
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May 10, 20235 min read
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