Dan and Katelyn discuss the latest proposals aimed at supporting federal employees during potential shutdowns, including the Shutdown Guidance for Financial Institutions Act (H.R. 5689), the Emergency Relief for Federal Contractors Act (H.R. 5690), and the Emergency Relief for Federal ... Read More

Federal employees who are enrolled in a high-deductible health plan (HDHP) associated with a health savings account (HSA) are able to make both tax-deductible contributions to their HSAs and tax-free withdrawals from their HSA’s. This allows them to pay in ... Read More

Join Dan and Ed as they break down the Medicare Open Enrollment (Annual Election) Period and what federal retirees need to know when choosing or changing coverage. This episode explains the differences between Original Medicare, Medicare Advantage (MA), and Medicare ... Read More

Sick leave and annual leave might seem alike, but at retirement, they serve very different purposes. One adds to your pension, the other adds to your pocket. From a financial planning standpoint, both can make a real difference in your ... Read More

Dan and Katelyn sit down to discuss key considerations for Feds facing early retirement and market volatility. Dan reviews the role of the FERS supplement, past proposals to change it, and why staying aware of policy discussions remains important. Katelyn ... Read More

Federal employees and retirees are reminded each year at this time of year to perform year-end tax planning. This year is no exception, especially with the passage of the One Big Beautiful Bill Act of 2025 (OBBBA). One of the ... Read More

The annual benefits “open season” can be a challenging time for federal employees and retirees. This year’s benefits “open season” which started November 10,2025 and will conclude December 8,2025, is no exception. For plan year 2026, employees and retirees must ... Read More

No matter how prepared you are for retirement, waiting weeks or even months for your first payment can throw everything off track. We often speak to Feds who say they did everything “by the book,” only to hit delays they ... Read More