Headquartered in Columbus, Ohio and serving federal employees throughout multiple states, Shawn Swanson provides retirement planning preparedness and financial consulting with a specialty in serving the retirement preparedness and financial needs of employees of the United States Federal Government and their families.
Shawn provides assistance with a variety of financial planning concerns including issues related to Thrift Savings Plan, FEGLI, FERS, CSRS benefits and overall retirement preparedness. Shawn’s unique combination of education and experience provides federal employees with access to a financial consultant with specific training, experience and resources that can be tailored to individual financial situations.
Newsletters
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Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
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Medicare or Medicaid?
It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
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Life Insurance Might Help During Turbulent Economic Times
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
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What Can You Learn from Your Tax Return?
Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.