Help Feds Understand Their Complex Retirement Systems
Get the most from ALL Federal Retirement Income BenefitsLearn More
Federal Retirement Readiness Review
We Donate (up to) 8 one-on-one reviews each week. Learn if you are on track to the retirement you desire.Learn More
Fed Focused Advisor (FFA)
A Specialist in the Field of Federal Retirement Planning and Management!Learn More
Our Mission - Help Federal Employees Transition to Early and Secure Retirements
Silverlight Financial is an innovative and collaborative advocate for Federal Employees (CSRS and FERS) concerning their future or current retirement needs. We're uniquely qualified to guide Feds through the confusion of federal income benefits.
Our relentless research, fact finding missions and interviews allow us to remain a top (federal employee) retirement planning resource. Silverlight Financials commitment (to Federal Employees Retirement success) leads many to seek our assistance in helping them understand and utilize their guaranteed retirement income sources and develop Top-Notch pre and post retirement plans.
The hardest thing for many Federal Employees to envision is when they can realistically and comfortably retire. We help Feds pursue the "RIGHT RETIREMENT DATE", by walking them through our Retirement Readiness Review. It allows us to adhere to the "Goldilocks" principal. Not to soon, not to late, but, just right! Federal Employees we help are often surprised to learn they can retire 3, 4 or even as much as 8 years earlier than they expected.
Despite industry trends, we provide FREE / NO OBLIGATION, Retirement Readiness Reviews, via phone or in person.
We direct our clients to properly position retirement nest eggs for growth while implementing strategic practices designed to reduce risks. Finally, we guide Feds in financial planning efforts constructed to generate the income needed to last a lifetime.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
A few strategies that may help you prepare for the cost of higher education.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Tax preparation may be the perfect time to give the household budget a check-up.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn how to harness the power of compound interest for your investments.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
If you died, what would happen to your email archives, social profiles and online accounts?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
It's easy to let investments accumulate like old receipts in a junk drawer.