Redeployment Wealth Strategies

11/16/2023

TSP I fund will implement a long-awaited improvement in 2024. Military service members and federal employees don’t have to be as excited as we professional nerds are about this, but it’s okay if you get a little excited about it. This is a no-kidding deal.

After several years of delays and controversy, the TSP’s I fund will transition to tracking a new, broadened benchmark index, but will exclude investments in China and Hong Kong.

08/07/2023

MFAA's First Ever AMA - seems likely some of the RWS team will be there!
It's free, but you need a ticket from Eventbrite.
https://www.eventbrite.com/e/military-financial-advisors-associations-ask-me-anything-tickets-665660838487?

Financial professionals who work with military families and veterans will answer financial questions military members have.

08/03/2023

RWS's Becky Noss talks about her road from Military Spouse to Financial Planner.
And congrats to Becky Noss for passing the CFP Exam in July!

https://open.spotify.com/episode/0NB5E5PBlTuLYBWKTiJxDm?si=4e92391270494fe6

Listen to this episode from Military to Financial Planner Podcast on Spotify. I’m pleased to welcome Becky Noss in this episode. She is a Lead Planner at Redeployment Wealth Strategies where she analyzes client situations, builds financial plans, meets with clients to help review implementation, a...

05/22/2023

https://www.wsj.com/articles/retirement-age-55-60-money-adfa6aa5

We seem to be quotable. 😀

An adviser suggests how he can shore up his finances and set aside money for his four children.

08/03/2022

Our Friend Kate Horrell wrote something EVERYBODY with student loans should read:

Military service can count for the Public Service Loan Forgiveness Program - and special rules make even more people eligible right now.

07/22/2022

A recent Tax Court case sheds some light on the differences in tax treatment of VA disability benefits and military pensions.

Does your VA Disability Rating make your Military Retirement Pay Tax-Free? Some say yes, some say no. Here's the real story!

07/18/2022

That's a good looking group! 😀

Some new faces on the MFAA Board of Directors for 2022-2023. 😎

04/25/2022

The team attended the inaugural Military Money Conference last week. Nobody needed round-trip airfare...we all floated home. This was an absolutely TERRIFIC conference, and we CAN'T WAIT to attend next year's edition!

I'm going to !

03/05/2022

Nice opportunity to win a free book about military money!

Win The Military Money Manual book by Spencer C. Reese. Make the most of your military pay and benefits with this simple guide.

01/04/2022

I think I know the author! 😀

Understanding 2021 Tax Updates (before you file your taxes) This meme pops up in my social media feed from time to time: It’s clever and a bit funny, but the sad truth is that it would be pointless to teach the specifics of taxes in school. Unlike parallelogram rules, tax rules change every year. ...

09/23/2021

Sean was on Lacey Langford's Military Money podcast this week, translating annuities from financial gobbledygook to plain English. You can listen to it wherever Lacey's podcast streams. https://open.spotify.com/episode/3Ex9JaiZYkNaAMzXHVK0uQ

Listen to this episode from Military Money Show on Spotify. Are annuities a good investment is a question financial professionals get asked a lot. It’s asked a lot because they can be confusing. You may not understand what they are, how they work, and who they are for. Sean Gillispie is a financia...

08/19/2021

Check it out - we were featured in the XYPN Annual Report. 😎