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Don't Leave Money on the Table (And Don't Get Double Taxed Either).

Don't Leave Money on the Table (And

By Curt Sheldon

You've decided to "Hang-up" your G-Suit or ABUs or whatever uniform you wear to work each day.  You're pretty confident…

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What To Know About Social Security

What To Know About Social Security

By Curt Sheldon

The Social Security Administration (SSA) recently announced that there will be no increase in retiree benefits in 2016 because of…

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Take Your RMD On Time, But You Might Want To Add To It

Take Your RMD On Time, But You

By Curt Sheldon

Under the rules for required minimum distributions (RMDs), you generally have to withdraw money from employer-sponsored retirement plans and traditional…

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Don't Lose Your TRICARE Coverage

Don't Lose Your TRICARE Coverage

By Curt Sheldon

TRICARE is pretty good health insurance and it is a benefit we would all like to keep.  But...you could lose…

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Welcome to C.L. Sheldon & Company

C.L. Sheldon & Company is a full-service Financial Planning firm specializing in providing Senior Military Officers comprehensive and integrated Financial Planning and Advice. While we are located in Northern Virginia we serve clients throughout the United States.

You’re not often told this but, as a military officer and especially as a Senior Military Officer, your financial situation is unique and that leads to specific questions without equivalents in the civilian world. For example:

  • What should I do about the Survivors Benefit Plan?
  • I’m going to receive VA disability benefits. How will that affect my taxes?
  • I’ve been with TSP for a long time, what should I do with it now that I am retired? And what about this tax-exempt balance?
  • I haven’t dealt with State Income Tax for a long time. What should I be aware of?
  • I have a rental house from every PCS I ever made. What should I do with them all?

At CL Sheldon we have the expertise to answer these questions as well as help you plan for your overall financial future. And we work only for you. CL Sheldon is a Registered Investment Advisor required, by law, to act in our clients’ best interest. We’re also independent which means we have no allegiance to any investment company. Finally, we are fee-only which means the only compensation we receive comes directly from you. Totally transparent. Reduced conflicts of interest.

Take a look around our site. Read Amat Victoria Curam, our blog, to learn more about financial planning and feel free to sign-up for our monthly eNewsletter, Financial Strategies. You might also want to down-load one of our White Papers. When you’re ready, contact us for a free initial consultation.

On Your Side. Aligned with Your Goals…Always

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  • Keeping Perspective Despite Wall Street's Worst Start To A Year Ever
Receive a copy of our latest whitepaper on corporate retirement plans written especially for military members. Just fill in this form today!
 

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Understanding TSP RMDs
      You can't leave your money in TSP forever.  Find out what happens if you don't take it out...

 

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