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

Dan and Katelyn share essential retirement planning tips for millennials, emphasizing the importance of starting early. They also tackle the potential return of Schedule F, addressing the anxiety it may be causing for federal employees, and provide practical guidance and ... Read More

Join Ed and Dan as they discuss OPM’s push for FEHB health plans to adopt Medicare Part D for federal retirees. They cover key changes from the Inflation Reduction Act, auto-enrollment, and what retirees should consider when choosing between FEHB ... Read More

Ed and Dan cover important retirement deadlines for 2024, including RMDs for TSP and IRA owners, and the benefits of Qualified Charitable Distributions (QCDs). They also discuss Roth IRA conversions before tax cuts expire in 2025 and rules for IRA ... Read More

Ed and Dan take a comprehensive deep dive into the complexities of Medicare, breaking down its four key components: Part A, Part B, Part C, and Part D. They also explore the nuances of the Federal Employees Health Benefits (FEHB) ... Read More

Dan and Katelyn discuss different TSP withdrawal options covering their pros, cons, and important things to consider when making this decision. They also discuss FEHB in retirement covering eligibility, what stays the same and what may appear different. Ultimately they ... Read More