Skip to main content
menu
YouTube
  • Upload Files
  • Client Login 
  • Home
  • Services
  • Who We Are
    • Our Team
    • What Sets Us Apart
  • Meet With Us
    • Schedule Here
    • Meeting Process
    • Contact Us
  • RETFED® Webinars
    • Webinar Topics & Recordings
    • Market Commentary Recordings
    • Upcoming Webinars
    • Host a Webinar
  • Resources
    • Prospective Client FAQs
    • Client FAQs
    • Useful Links
    • Articles
  • Prospect Corner
  • Client Corner

Articles

The Smartest Way to Give: How Gifting Appreciated Stock Can Maximize Impact and Minimize Taxes

Austin Costello, CFP® | May 28, 2026
a person holding a calculator over a piece of paper by Jakub Żerdzicki courtesy of Unsplash.

A More Connected Approach to Financial and Tax Planning

"Neil Cain, CFP®, ChFEBC℠ | May 14, 2026
gray steel bucket on brown wooden bucket by Sixteen Miles Out courtesy of Unsplash.

Why the Bucket Strategy May Not Work as Expected for TSP Investors

"Neil Cain, CFP®, ChFEBC℠ | May 13, 2026
white and red wooden house miniature on brown table by Tierra Mallorca courtesy of Unsplash.

Leaving Your Estate to Charity? Rethink your Roth Conversion Strategy

"Neil Cain, CFP®, ChFEBC℠ | Apr 16, 2026

How Federal Retirement Income Is Taxed: What Every Fed, and Former Fed, Needs to Know in 2026

"Neil Cain, CFP®, ChFEBC℠ | Apr 8, 2026

The Unpredictable Retirement Cost That Blindsides Federal Employees

Austin Costello, CFP® | Mar 31, 2026

Long-Term Care: What Federal Employees Need to Know About Protecting Their Future

Austin Costello, CFP® | Mar 24, 2026

The No. 1 thing to know entering retirement: How much are you really spending?

Austin Costello, CFP® | Mar 12, 2026

TSP Decisions After Leaving Government Service

Capital Financial Planners | Mar 6, 2026

Separating from Federal Service? How Your Benefits Transition or End

"Neil Cain, CFP®, ChFEBC℠ | Feb 27, 2026

Why your federal benefits may not protect your family the way you think.

"Neil Cain, CFP®, ChFEBC℠ | Feb 25, 2026

Retiring Soon? The One Question Most Federal Workers Forget to Ask

"Neil Cain, CFP®, ChFEBC℠ | Feb 24, 2026

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Next page Next ›
  • Last page Last »

Office

4445 Willard Ave Ste 600
Chevy Chase, MD 20815
 

Contact Info

P | 240-316-3956
E | seminars@retfed.com

   

Get in Touch

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ,CA,CO,CT,DC,DE,FL,GA,HI,IL,IN,KY,LA,MA,MD,MI,MO,MT,NC,NE,NJ,NM,NY,OH,PA,RI,SC,SD,TN,TX,UT,VA,VT,WA,WI,WV,WY

Professionals associated with Capital Financial Planners may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Capital Tax Planners, and not affiliated with LPL Financial. Tax preparation related services offered through Capital Tax Planners DBA Capital Financial Planners. Capital Tax Planners is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax preparation related services.

LPL Financial Form CRS

© 2026 Capital Financial Planners. All rights reserved.