In this episode, Dan and Katelyn break down the 2025 federal return-to-office mandate-what it means for federal employees and how to adapt. They also dive into the various federal retirement options, including Normal, Deferred, Postponed, and Reduced Retirement, as well ... Read More

In this episode, Dan and Katelyn dive into RMDs-when to take them, why they matter, and how to avoid penalties-and explain Discontinued Service Retirement (DSR), including who qualifies and what to expect if facing early separation. Check Out Our Next ... Read More

In this episode, Dan and Katelyn dive into FEDVIP coverage, premiums, and retirement benefits. They also share tips on protecting federal benefits from quantum threats, including securing financial accounts and estate planning in the digital age. Check Out Our Next ... Read More

In this episode, Dan and Katelyn engage in a Q&A with Alan Lescht, founder and managing shareholder of Alan Lescht & Associates, P.C. As a DC employment attorney, Alan brings his expertise to the discussion, offering a professional perspective on ... Read More

Dan and Katelyn discuss special needs planning for federal families alongside the initial five executive orders recently released. They provide a thorough exploration of both topics as they relate to federal employees, carefully examining the functionalities, implications, and key considerations ... Read More

Dan and Katelyn cover key TSP loan information, highlighting important details federal employees need to be aware of. They also discuss relevant policies, benefits, and resources that every caregiver should know about, providing valuable insights to help navigate both financial ... Read More

Dan and Katelyn dive into the topic of federal employees taking on side gigs, discussing important considerations such as rules, regulations, compliance, taxes, deductions, and contributions. They also examine the best retirement dates between 2025 and 2030, offering insights into ... Read More

Dan and Katelyn explore the concept of aging in place, highlighting its benefits, such as staying in a familiar environment and maintaining strong connections within the community. They also discuss strategies for managing the associated costs, including available resources and ... Read More

Dan and Katelyn explore the possibilities and key considerations for federal employees interested in working remotely from overseas. They cover benefits, healthcare, and taxes. Additionally, they discuss the common pitfall of contributing your full TSP limit too early in the ... Read More

Dan and Chelsea discuss retirement planning for mixed households, with one spouse in the federal sector and the other in private, offering helpful tips and insights. They also cover 2026 COLA predictions, inflation trends, and a recent survey highlighting growing ... Read More