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FinPsych for Feds: Confirmation Bias and Anchoring Bias

Welcome to the final installment of the FinPsych for Feds series! Throughout this series, we’ve...

Appeal

Appealing an IRMAA Determination Resulting in a Higher Medicare Part B Premium

Federal retirees who have enrolled in Medicare may have to pay more for their Medicare...

Loss Aversion

FinPsych for Feds: Loss Aversion

In the first two installments of FinPsych for Feds, we looked at how we discount...

What Is The Medicare Tax Trap And What To Do To Avoid It

What is the Medicare “Tax Trap” and What to Do to Avoid It

Most retirees want to use every dollar of income they receive. While that extra...

Mental Accounting

FinPsych for Feds: Mental Accounting

In Part 1 of FinPsych for Feds, we explored present bias and why the immediate...

Decoding Your Sf 50

Decoding Your SF-50: The Federal Employee’s Guide to One of Your Most Important Personnel Documents

If you’ve worked for the federal government for any length of time, you’ve probably accumulated...

Roth Conversion

When Is a Good Time to Perform a Roth Conversion and What Is the Recommended Way to Pay the Taxes Due?

Federal employees and retirees are hearing much today about the advantages of converting traditional...

Present Bias

Finpsych for Feds: Present Bias

Most of us like to think that when it comes to money, we are rational...

Hsa For Retirees

Funding an HSA as a Retiree: A Tax Savvy Long-Term Care Strategy

If you’ve hung around stwserve.com for any amount of time at all, you’re probably aware...

Redesigned Social Security Statement

The Redesigned Social Security Statement: What Federal Employees Should Know

For federal employees, retirement planning involves a number of moving pieces. Between FERS, TSP, FEGLI,...

How The Inflation Reduction Act Is Affecting The Cost Of Prescription Drugs

How the Inflation Reduction Act Is Affecting the Cost of Prescription Drugs During 2026

Medicare Part D prescription drug coverage started in 2006, more than 40 years after...

I Fund

TSP Funds Explained: What is the I Fund?

Over the past several weeks, we’ve explored the five core investment options available within the...

Understanding Basis In Traditional Iras

Understanding “Basis” in Traditional IRAs and Why “Basis” Is Important for Inherited Traditional IRAs

Traditional IRAs are classified into two types: (1) Deductible and (2) Nondeductible. Deductible traditional...

Planning For Retirement Income

Planning for Retirement Income: Understanding OPM Interim Payments

One of the biggest surprises many new federal retirees encounter isn’t whether they’ll receive their...

S Fund

TSP Funds Explained: What is the S Fund?

Throughout this series, we’ve explored how each of the Thrift Savings Plan’s core investment funds...

Dolly Parton

Saint Dolly: Celebrating Dolly Parton and a Legacy of Giving

At the bright, young age of 10 years old, I found myself standing in the...

C Fund

TSP Funds Explained: What is the C Fund?

Welcome back to the third installment of our series on the TSP Funds! In Part...

Trump Accounts Vs 529 College Savings Plans

Trump Accounts Versus 529 College Savings Plans

There are different savings options to help pay for a child’s future financial needs....

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