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Blog

a row of brick building store fronts
Joe Sallee | Aug 7, 2026

Business Succession Planning: Built to Last vs. Built to Transfer

Finance
Retirement
Estate Planning
Family
Investments

Many business owners spend decades building something that works. The team. The reputation. The customers who keep coming back.

Then comes a quieter assumption

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A row of hanging light bulbs, with one glowing yellow bulb standing out among the unlit bulbs against a blue background.
Joe Sallee | Aug 7, 2026

How Retirement Has Changed Over the Last 75 Years (And What It Means for Your Plan)

Retirement
Lifestyle
Finance

Retirement used to mean a short, quiet final chapter. For many people today, it's something else entirely.

For much of the last century, retirement followed a

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A piggy bank surrounded by question marks
Joe Sallee | Aug 7, 2026

Trump Accounts: What Parents and Grandparents Should Know

Education
Savings
Family
Tax Planning
Finance
Investments

Trump Accounts have been in headlines for months. Few of those headlines explain them the same way.

Depending on the article, they sound like a college fund, a

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Joe Sallee | Jul 7, 2026

Estate Planning for Federal Employees: More Than Just a Will

Protecting Your Family, Your Assets, and Your Legacy

When people hear the phrase estate planning, many immediately think about drafting a will. While a will is

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silver round coins on black textile by Nick Swanson courtesy of Unsplash.
Joe Sallee | Jun 18, 2026

Understanding Insurance Options After the Military

Investments
Retirement
Tax Planning
Risk Management
Estate Planning

Life insurance is one of the most important financial decisions service members face during transition. While many rely on Servicemembers’ Group Life Insurance

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people reviewing documents
Joe Sallee | Jun 1, 2026

Checking Your Portfolio Isn't the Same as Reviewing It

Investments
Retirement
Tax Planning
Risk Management
Estate Planning

Nearly half of investors check their portfolio at least once a day.1

Many of them aren't reviewing anything.

They're refreshing a number. Watching it move

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Joe Sallee | May 29, 2026

Understanding Your Military Pension: How It Shapes Financial Decisions After Service

Abstract

For many service members, the military pension serves as the foundation of their financial life after retirement. While most understand how the pension

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Icons side-by-side: parchment with feather quill, hand holding a person icon, and secure vault over a red watercolor background
Joe Sallee | May 12, 2026

The Estate Plan That Looks Complete on Paper

Estate Planning
Tax Planning
Real Estate
Property
Family
Retirement
Risk Management
Finance
Investments

Many estate planning failures aren't dramatic. There's no missing will, no family feud, no document anyone forgot to sign.

The plan is right there in the drawer

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Antique clock spiraling inward, symbolizing time distortion.
Joe Sallee | May 12, 2026

What $100 Invested in 1928 Would Be Worth Today

Investments
Finance
Savings
Retirement
Risk Management

Many people think the biggest risk with money is losing it. A bad investment. A market crash. A bet that doesn't pay off.

But what if the most expensive

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Joe Sallee | Apr 30, 2026

Thrift Savings Plan (TSP) Strategy for Transitioning Military: Key Considerations

The Thrift Savings Plan (TSP) is one of the most valuable retirement assets available to military members and federal employees.
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Joe Sallee | Apr 23, 2026

Survivor Benefit Plan (SBP) for Retiring Veterans: Pros and Cons

The Survivor Benefit Plan (SBP) is a crucial financial tool for retiring veterans, designed to provide a guaranteed income to beneficiaries after the retiree's
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forest trees transitioning through the seasons
Joe Sallee | Apr 8, 2026

A More Flexible Way to Think About Retirement

Retirement
Finance
Lifestyle
Risk Management

Many retirement plans are built on a quiet assumption: that spending stays roughly the same from year one to year thirty.

It sounds reasonable. But research

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582 Lynnhaven Pkwy, Suite 302
Virginia Beach VA 23452

4240 Portsmouth Blvd, Suite 434
Chesapeake, VA 23321

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