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

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

Dan and Katelyn dive into discounts and deals available to federal employees, sharing helpful websites to find the latest offers on everything from everyday items to big-ticket purchases like travel. They also talk about the importance of prioritizing retirement planning ... Read More

Dan and Katelyn review the updated IRMAA brackets and TSP contribution limits for 2025, covering the new thresholds and breaking down contribution limits by age group. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The Fed15 ... Read More

Dan and Katelyn discuss military buyback, including deposit percentages for CSRS and FERS, timing, and benefits like higher annuity payments, as well as Health Savings Accounts (HSAs), covering their advantages, Medicare impacts, and inheritance considerations. Check Out Our Next FERS ... Read More

Dan and Katelyn discuss updates on federal benefits for same-sex couples, including retroactive survivor benefits and key topics like FEGLI, TSP, and estate planning. They also cover the Social Security Fairness Act, its impact on CSRs and public safety employees, ... Read More

Dan and Katelyn discuss the PSHB program, designed for Postal Service employees, retirees, and their eligible family members. They outline the program’s key features and Maximus’s role in supporting its implementation. Additionally, they provide valuable insights for women nearing retirement, ... Read More

Katelyn and Chelsea discuss mid-career retirement planning for women, offering strategies to support a successful retirement during various life events, including after career breaks. They also explore Donor-Advised Funds (DAFs) and discuss the potential benefits of the “bunching” strategy for ... Read More

Dan and Katelyn explore early federal retirement planning for women, reviewing various benefits and programs. They discuss the rise of TSP millionaires and offer insights on how to achieve this status. In both cases, they emphasize the importance of starting ... Read More

Dan and Katelyn discuss retirement and divorce, providing key insights on how these events affect federal employees and their spouses. They also address the relationship between presidents and the stock market, noting that market performance isn’t significantly influenced by which ... Read More