Tax planning for federal employees and retirees: Top 5 Facts. Welcome to part seven of our series of “listicles.” We’ll be going over 5 key points to remember for several areas of retirement planning and employee benefits for members of ... Read More

Collect your pension and remain working part-time? Learn about the phased retirement option for CSRS and FERS employees. Depending on what agency you work for and your occupation, a phased retirement might be an option for those who might not ... Read More

Are you aware of the milestones and benefits as you plan for retirement? It’s time to unlock the secrets and make the most of your federal employee benefits. FINANCIAL PLANNING WEBINAR FedLife Podcast: Age and Service Milestones for Federal Employees ... Read More

A recent bill to come out of a House subcommittee seems to support Biden’s recommendation of 5.2% for next year’s raise, but also looks to slash telework options and limit TSP choices. Coming out of the Financial Services and General ... Read More

Listen in and learn the strategies you need to take proactive steps to secure your financial well-being during your service and retirement. FINANCIAL PLANNING WEBINAR FedLife Podcast: Age and Service Milestones for Federal Employees (prt. 1) Federal employees reach stages ... Read More

Sudden Death. Don’t wait for the worst! Make sure your loved ones know these steps! Jennifer Meyer, CFP© Over my planning career that is now far closer to three decades than two, the most upsetting thing I encounter is a ... Read More

Considered one of the “legs” of a FERS retirement  – here’s a list of fast facts that you should keep in mind about Social Security benefits. Welcome to part six of our series of “listicles.” We’ll be going over 5 ... Read More

Thinking about leaving federal service and deferring your FERS pension? Make sure you read this first. If you retire from a civilian job in the federal government before reaching the service and age requirements, you can take your employee contributions ... Read More

This week’s quiz is about FEGLI, FEHB, and Social Security Benefits. UPCOMING FEGLI WEBINAR [ays_quiz id=”60″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that the foregoing ... Read More

The second slice of Fed15 pie. Dan and Katelyn discuss the Federal Employee Health Benefits program. FED15 Podcast (Ep. 02): A Look at FEHB How often do you think about your FEHB plan? Feel like your health options are too ... Read More