You served in uniform to protect and defend the United States. Now you have a federal government career. And when it comes to veteran and Fed benefits, you might be faced with some confusion and a lot of paperwork. Not ... Read More

On Saturday, June 28th, the Senate voted 51-49 to launch debate on the “One Big Beautiful Bill” (OBBB), Republicans’ sweeping budget reconciliation package including tax extensions, spending cuts, and defense/security funding. Crucially, the Senate parliamentarian has ruled that most of ... Read More

Planning for retirement always requires a thoughtful strategy, but for single federal employees, the stakes can feel even higher. A solid, self-sufficient plan for long-term care costs is critical without a partner to share income, caregiving responsibilities, or decision-making. From ... Read More

In this episode, Katelyn and Dan discuss the rise of privatization and changing security clearance policies, highlighting the impact of recent layoffs, at-risk roles, political shifts, and executive orders-while emphasizing the need for federal employees to stay informed, protected, and ... Read More

Social Security is one of the three components of the FERS retirement. When a FERS employee retires before age 62 under the immediate retirement rules, the FERS employee will receive the first of lifetime FERS monthly annuity checks one or ... Read More

Federal employees are no strangers to policy shifts, but new legislation has sparked serious concern across the workforce. On May 22, 2025, the House passed the One Big Beautiful Bill Act, a sweeping budget reconciliation package that includes significant proposed changes ... Read More

In this episode, Dan and Katelyn discuss the future of federal employee unions and emergency financial planning, emphasizing the importance of understanding evolving labor policies, staying informed through reliable resources, building a strong financial foundation, and proactively preparing for uncertainty ... Read More

in this episode, Dan and Ed explain HCFSA and LEXHCFSA accounts, how they’re funded, and what happens to them when federal employees retire or leave. They also cover HSAs, their rules, and how retirement affects these accounts. Check Out Our ... Read More

Many financial advisors recommend “529” education savings plans to their clients in order to help for the future cost of higher education. Among the advantages of “529” education savings plans are tax-deterred growth and tax-free withdrawals to pay qualified expenses ... Read More

In this episode, Dan and Katelyn discuss navigating agency defunding and challenging unjust security clearance revocations, emphasizing the importance of understanding your options, federal protections, thorough planning, and maintaining financial security. Check Out Our Next FERS Webinar for Federal Employees ... Read More