Author: John Troncoso

When you roll over a TSP, you unlock investment options beyond funds like L, G, F, C, and S. These funds are not designed for your specific needs and have many shortfalls. With these funds, you have no discretion as to how your money is invested and you get the good with the bad.

The weather is starting to cool here in the Sunshine State. Eager to see the beginning shift in our southern seasons, my wife and I took this opportunity and brought our kids to a deluge of Orlando theme parks recently.

The proliferation of medical malpractice gives many physicians pause. If you are a physician and you have not begun estate and asset protection planning, you are leaving yourself, your family, and your practice severely exposed.

First and foremost, let us make one thing very clear, life insurance has very legitimate purposes for many people planning for their, and especially their loved ones’, future. That said, in my experience, no single product is more widely abused by commission hungry salesmen than life insurance. In my view, any insurance is a difficult pill to swallow.

It is an event every business owner has thought about – selling the business.
This guide is no substitute for an ongoing relationship with an advisor, but it should serve as a roadmap for making the most of your post-sale life