Help Feds Understand Their Complex Retirement Systems
Get the most from ALL Federal Retirement Income BenefitsLearn More
Federal Retirement Readiness Review
We Donate 5 individual reviews each week. This is a free (no-obligation) tool to help you learn if you are on track to achieve the retirement you desire.Learn More
Your Advisor Choice is Crucial
Are They Knowledgeable About and Dedicated to 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.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
There are ways to improve your physical fitness without denting your fiscal fitness.
Marriage changes everything, including your insurance needs.
Term insurance is the simplest form of life insurance. Here's how it works.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
A special needs trust helps care for a special needs child when you’re gone.
Women must be ready to spend, on average, more years in retirement than men.
Do you have causes that you want to support with donations? Here are three tips.
How will you weather the ups and downs of the business cycle?
Investors seeking world investments can choose between global and international funds. What's the difference?