Feeling nervous about investing this election year? This video will put things in perspective and help you focus on what you can control.

The TSP is changing the benchmark for its I Fund. Here are the details. Non-participants may also find the content relevant if you have an international fund or want to get exposure to that space.

Restricted Stock Units (RSUs) are becoming more and more popular. Many people are confused about how to best handle them and feel paralyzed. You just need to understand the tax consequences and have a plan for when they vest. Here’s what you need to know.

Once you start having different types of accounts, we need to be aware of the tax piece and this concept called asset location. There's different types of accounts that we can use to hold and invest our money. Each of those types of accounts have different tax characteristics, and we can use those differences to our advantage.

The #1 Thing I Wish Every CalSTRS Employee Knew

I will be receiving an unexpected bonus shortly. I want to do something smart with the money - any ideas?

I don’t sell annuities. I don’t recommend them for the vast majority of my clients although there can be cases where it makes sense.

That being said, I have reviewed a lot of annuities over the years. Most people don’t understand what they have and how to begin evaluating them.

This video will help.

Everything you need to know about Required Minimum Distributions (RMDs).