certified financial planner

  • When to consider moving your TSP funds around

    Sheltering your retirement funds in place may not be a good option, depending on how close you are to needing the money.

  • TSP: ‘Please hold on to the bar’

    Stock futures are rising Friday amid signs that trading may be stabilizing after one of the most volatile days in the stock market’s history. Certified financial planner Arthur Stein talks us off the TSP ledge.

  • Social security benefits and how they fit into an overall retirement income plan

    Join hosts, Bob Leins and Tammy Flanagan, Senior Benefits Director at NITP, as they welcome Mary Beth Franklin, Certified Financial Planner and expert on Social Security Claiming Strategies.

    May 8, 2017

  • Planning for kids: What happens when I’m gone?

    Host Bob Leins welcomes Karen Schaeffer, Certified Financial Planner®, who specializes in financial planning for Federal government employees, and Megan Schaeffer, Estate Planning Attorney. July 31, 2017

  • Early outs, buyouts: A financial perspective

    Join our host, Bob Leins, as he welcomes Karen Schaeffer, Certified Financial Planner®, who specializes in financial planning for Federal government employees, to talk about evaluating early outs and buyouts from a financial perspective. September 25, 2017

  • Financial resolutions for the New Year

    Host Bob Leins welcomes John Jilek, Certified Financial Planner to talk about how to approach financial planning in the new year.

  • Financial literacy: Small changes that make a big difference

    Subscribe to For Your Benefit’s daily audio interviews on Apple Podcasts or PodcastOne. Insight by NITP, Inc April 9, 2018 – Host Bob Leins welcomes Karen Schaeffer, Certified Financial Planner®.  In honor of Financial Literacy Month, Karen will…

  • How to get out of your own way and on the road to investment success

    Host Bob Leins welcomes Kristina E. M. Sturgis, CFP® CDFA™ APMA™ Financial Advisor, NITP Seminar Presenter and Certified Financial Planner™ with Analytics Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc.