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Is it Time to Update Your Beneficiaries? A Quick Checklist for Federal Employees

Life happens – marriages, divorces, births, deaths. And while federal employees are good at planning...

New Tax Bill Makes Charitable Giving More Challenging

One of the provisions coming out of the recently passed “One Big Beautiful Bill Act”...

Is Federal Employment Still Worth it? Rising Discontent and What it Means for Retirement

Federal jobs have long been a beacon of stability, known for generous benefits, dependable paychecks,...

Beyond Traditional Retirement: Smart Strategies for Couples with Age Differences

When there’s an age gap between spouses, retirement planning often gets more complex. Different timelines...

Qualified Charitable Distributions (QCDs) Continue to Be Popular Among IRA Owners

Qualified Charitable Distributions (QCDs) first became available in 2006 to individuals aged 70.5 and older....

Federal Employee Veterans: Understanding and Maximizing the Benefits

You served in uniform to protect and defend the United States. Now you have a...

Federal Long-Term Care Insurance: Is it Worth the Cost?

Long-term care isn’t something most people want to think about, but it’s something many of...

Federal Retirement Planning for Single Employees: Unique Considerations

Planning for retirement always requires a thoughtful strategy, but for single federal employees, the stakes...

Will New Legislation Cut Your Federal Retirement Benefits? Here’s What to Know

Federal employees are no strangers to policy shifts, but new legislation has sparked serious concern...

Mandatory Roth TSP “Catch-Up” Contributions Take Effect January 1, 2026

On January 10, 2025, the IRS issued proposed regulations that facilitate the implementation and operations...

Early-Career Federal Retirement Planning for Women: The Importance of Starting Now

If you’re a woman who just began a career with the federal government, you likely...

The Calendar Says October 15 Which Means That the Medicare Annual Enrollment Period Has Started and the 2024 Federal Benefits, Open Season Is Less Than One Month Away

The calendar says it is the middle of October. The Medicare annual enrollment period (AEP)...

What Federal Employees Need to Know About Retirement and Divorce

Divorce brings a range of financial uncertainties, particularly for federal employees faced with the complications...

Celebrating Excellence in Public Service: The 2024 Sammies Awards Honorees

Tens of thousands of U.S. government employees dedicate themselves to assisting the American people each...

Federal Annuitants Enrolled in Private Medicare Advantage and Medicare, Part B Need to Review Their 2025 Medicare Annual Notice of Change

Federal annuitants over age 65 have choices with regard to Medicare. There are four parts...

Survivor Benefits: What Your Spouse Needs to Know About Your Federal Retirement Plan

Your federal employee survivor benefits provide financial support to your loved ones after your death. These are...

Financial Considerations of Owning Two Residences in Retirement – Part III

This FEDZONE column is the third of three FEDZONE columns presenting the financial considerations of...

Financial Considerations of Owning Two Residences in Retirement – Part II

This FEDZONE column is the second of three FEDZONE columns presenting the financial considerations of...

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