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
-
Tips to Help Preserve Your Inheritance
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
-
The One Big Beautiful Bill Act Extends Tax Breaks for Small Businesses
Here are three important tax provisions from the OBBBA that should provide certainty and stability for small businesses.
-
Closed-End Funds May Offer Higher Income
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Calculators
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.