Socius Wealth

Socius Wealth Socius Wealth is a dedicated financial firm offering personalized, comprehensive financial plans, specializing in retirement planning and federal employees.
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Federal employees don't ask “Can I retire?”They ask about their High-3. FEHB. Survivor elections. Their TSP.Most advisor...
10/09/2026

Federal employees don't ask “Can I retire?”

They ask about their High-3. FEHB. Survivor elections. Their TSP.

Most advisors freeze. A few become the go-to name in an entire agency. 🏛️

The difference isn't luck. It's a blueprint.

Over the next 12 weeks we'll pull back the curtain on the Federal Blueprint Advisor Academy™, the 10-class program that helps insurance professionals open the federal market as a new revenue stream.

Follow along. 👇

👉 Explore the Academy: https://sociuswealthmgt.com/federal-blueprint-advisor-academy



For financial and insurance professionals. Educational only; verify current figures with OPM, SSA, CMS and the IRS before client use. Not affiliated with OPM or any federal agency.

Want to make a federal employee lean in during the first meeting? 👀Estimate their FERS pension on the spot.$128,000 High...
10/08/2026

Want to make a federal employee lean in during the first meeting? 👀

Estimate their FERS pension on the spot.

$128,000 High-3 × 1.1% × 27 years = $38,016/yr

Simple, right? Here's the catch: that number is NOT what they'll take home. There are at least four things that change it, and most advisors miss three of them.

We cover every one (and how to explain them) in the Federal Blueprint Advisor Academy™.

👉 Explore the Academy: https://fedblueprintadvisorsacademy.com/



For financial and insurance professionals. Educational only; verify current figures with OPM, SSA, CMS and the IRS before client use. Not affiliated with OPM or any federal agency.

Retirement isn't one day. It's decades of spending, and the dollar you spend in 2040 won't look like the one in your wal...
10/07/2026

Retirement isn't one day. It's decades of spending, and the dollar you spend in 2040 won't look like the one in your wallet today.

That's why we help clients think about purchasing power, not just account balances. For many, that includes holding some physical gold and silver as part of the plan.

Plan for every year of retirement. Book a free Precious Metals – Purchasing Power Review: https://sociuswealthmgt.com/precious-metals

Every federal retirement has 4 income buckets:FERS pension · TSP · Social Security · Personal assetsMost advisors look a...
10/07/2026

Every federal retirement has 4 income buckets:
FERS pension · TSP · Social Security · Personal assets

Most advisors look at one. 😬

The advisors who win federal clients know how the four fit together, and which conversation to have first.

That sequence is Class 1 of the Federal Blueprint Advisor Academy™. It's how one federal household becomes a full-service client relationship.

The full blueprint is inside. 🔐

👉 See the curriculum: https://fedblueprintadvisorsacademy.com/



For financial and insurance professionals. Educational only; verify current figures with OPM, SSA, CMS and the IRS before client use. Not affiliated with OPM or any federal agency.

Today is the day!Federal employees still have time to register for our complimentary virtual workshop:The TSP Roth Conve...
10/06/2026

Today is the day!

Federal employees still have time to register for our complimentary virtual workshop:

The TSP Roth Conversion Tax Surprise: What Federal Employees Should Know Before Converting

Learn about potential tax consequences, common planning mistakes, and important questions to consider before moving traditional TSP funds to Roth.

📅 October 6, 2026
🕚 11:00 a.m. Arizona Time
🕑 2:00 p.m. Arizona Time
💻 Free virtual workshop

Register now and select your preferred session:
https://links.sociuswealthmgt.com/sp/73ff52b9746



For educational purposes only. This webinar does not provide individualized tax, legal, or investment advice.

Federal employees don't ask "Can I retire?"They ask:🔹 "What's my High-3, and does overtime count?"🔹 "Do I keep FEHB? Do ...
10/06/2026

Federal employees don't ask "Can I retire?"

They ask:
🔹 "What's my High-3, and does overtime count?"
🔹 "Do I keep FEHB? Do I need Part B?"
🔹 "Which survivor election protects my spouse?"
🔹 "Should my TSP stay or go?"

If you can answer these, you're not just another advisor. You're the one they've been looking for.

Over the next 12 weeks we're giving away free lessons from the Federal Blueprint Advisor Academy™, our 10-class course that turns federal benefits knowledge into a new market and a new revenue stream for your practice.

Follow along. Lesson 1 drops tomorrow. 👇

👉 Explore the Academy: https://fedblueprintadvisorsacademy.com/



For financial and insurance professionals. Educational only; verify current figures with OPM, SSA, CMS and the IRS before client use. Not affiliated with OPM or any federal agency.

$5,000 a month feels comfortable today. At 3% inflation, in 20 years it will buy about what $2,770 buys now.That's the m...
10/05/2026

$5,000 a month feels comfortable today. At 3% inflation, in 20 years it will buy about what $2,770 buys now.

That's the math every retiree lives with. It's also why we don't build retirement plans out of dollars alone.

Gold and silver can play a role here. They're physical assets with a long history of holding value when currencies lose it. Used in the right amount, they can help balance a plan built mostly on fixed income.

Swipe for the numbers, then book a free Precious Metals – Purchasing Power Review to see yours: https://sociuswealthmgt.com/precious-metals

A significant Roth conversion may create a significant current-year tax obligation.For illustration, applying a 24% fede...
10/05/2026

A significant Roth conversion may create a significant current-year tax obligation.

For illustration, applying a 24% federal tax rate to a $300,000 taxable conversion produces a $72,000 calculation. This is not a projection of anyone’s actual tax liability. Tax brackets, other income, deductions, credits, state taxes, Medicare premiums, and individual circumstances may materially change the result.

Before completing a conversion, federal employees should consider not only the amount being converted, but also how the resulting tax could affect the rest of their financial plan.

Our complimentary virtual workshop is tomorrow:

**The TSP Roth Conversion Tax Surprise: What Federal Employees Should Know Before Converting**

**October 6, 2026**

• 11:00 a.m. Arizona/Pacific Time
• 2:00 p.m. Arizona/Pacific Time

Register here:

https://links.sociuswealthmgt.com/sp/73ff52b9746



*Illustrative example only. For educational purposes; not individualized tax, legal, or investment advice.*

A large Roth conversion can create a large current-year tax obligation.For illustration, applying a 24% federal rate to ...
10/05/2026

A large Roth conversion can create a large current-year tax obligation.

For illustration, applying a 24% federal rate to a $300,000 taxable conversion produces $72,000 in federal tax. Actual results may differ substantially because tax brackets, other income, deductions, state taxes, Medicare premiums, and individual circumstances can all affect the outcome.

The important question is not simply, “Can I convert?”

It is also, “Do I have a plan for the tax impact?”

Our complimentary virtual workshop is tomorrow:

**The TSP Roth Conversion Tax Surprise: What Federal Employees Should Know Before Converting**

📅 October 6, 2026
🕚 11:00 a.m. Arizona/Pacific Time
🕑 2:00 p.m. Arizona/Pacific Time

Choose your preferred session and register:

https://links.sociuswealthmgt.com/sp/73ff52b9746



*Illustrative example only. For educational purposes; not individualized tax, legal, or investment advice.*

You did not receive a check or deposit any money into your bank account—so why did your taxable income increase?With a R...
10/03/2026

You did not receive a check or deposit any money into your bank account—so why did your taxable income increase?

With a Roth in-plan conversion, money moves from a traditional TSP balance to a Roth TSP balance. Although the funds remain invested within the TSP, the taxable portion of the conversion generally becomes income for that tax year.

That distinction can create an unexpected tax bill if it is not planned for in advance.

Join our complimentary virtual workshop on October 6:

**The TSP Roth Conversion Tax Surprise: What Federal Employees Should Know Before Converting**

🕚 11:00 a.m. Arizona/Pacific Time
🕑 2:00 p.m. Arizona/Pacific Time

Choose your session and register here:

https://links.sociuswealthmgt.com/sp/73ff52b9746



*For educational purposes only. This webinar does not provide individualized tax, legal, or investment advice.*

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Scottsdale
Phoenix, AZ

Telephone

+16023175332

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