VA Benefits

Collecting Evidence for Your VA Claim Part I

This is the first part of a two part series on evidence collection. Collecting evidence to support your VA disability claim can be a daunting task. There are a lot of factors to consider. This will not be an

VA Benefits

Aid and Attendance

The VA Aid and Attendance program increases the monthly payment amount for veterans or survivors collecting disability compensation, dependency indemnity compensation (DIC) or VA pension that also require the aid and attendance of another person. This is a little bit

VA Benefits

5 Things Every Veteran Should Know

Here is a short list of things I believe are most important for all veterans to know with a brief explanation. If you can think of some others post a comment below or MOAA members can join

Health Care

A Long-Term Care Insurance Primer

Long Term Care planning is one of the hardest things I discuss with clients. First of all, Long Term Care Insurance (LTCI) is expensive. Second, the risk seems far off. Third, you may never use LTCI, but if you need

Transition and Career

10 Factors That Determine Your Salary after the Military

We conduct classes on bases as a part of the Transition Assistance Program (TAP) and other base educational programs. Whether it’s our ‘Evaluating Employee Benefits’, ‘Marketing Yourself for a Second Career’ or our ‘Financial Planning for Transition’ class, a frequent


Chatting About Investments at Lunch

I’m sitting in a restaurant for lunch and two people at the table next to me start talking about investing and their 401ks. True story. I’m not good with ages but they were 30ish give or take. Their


Develop a Sell Discipline

If you are an investor, you must have a strategy that defines when you will sell an investment. It’s called having a “sell discipline” in the business. Now don’t get me wrong. I’m not suggesting you become

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