Jennifer Meyer, CFP© As we wrap up the first half of 2024, there is much to cheer about for TSP participants as the stock funds all show positive year to date gains. The C fund turned in a stellar first ... Read More

Dan and Katelyn offer guidelines for building a resilient investment portfolio and discuss how COLAs respond to existing economic conditions. They provide valuable insights into combating inflation through a strong TSP strategy. Check Out Our Next FERS Webinar for Federal ... Read More

Over the past year, the IRS has significantly increased penalties on underpayment of both estimated tax payments and federal income withholding from salary and retirement income. Individuals who are required to make quarterly estimated payments (due dates each year are ... Read More

For our Feds, a Thrift Savings Plan (TSP) is a foundational element of the overall investment portfolio. While TSP is likely not new to you, certain provisions, including catch-up contributions and the Roth option, offer opportunities to further optimize your ... Read More

All too many times blogs and articles like this offer tactics and strategies but neglect the transmission point. With this piece, we hope to change that by giving you a crystal-clear key first step.  Quick quiz:  Since January 1, 2000, ... Read More

This is the third of three FEDZONE columns presenting guidance for family members of deceased annuitants (federal employees who retired and receiving either a CSRS or FERS annuity at the time of their death) and the tasks that have to ... Read More

We have some mixed news for our feds on the 2025 COLA front.   To clarify, in this case, COLA refers to the cost-of-living adjustment for CSRS and FERS pensions.  We draw this in contrast to estimates for the 2025 federal ... Read More

One of the unfortunate life events that individuals experience at some point of their lives is the death of a loved one – a parent, sibling, child, or a spouse. For relatives of deceased federal annuitants, there will most likely ... Read More

 How to maximize your wealth transfer, smart strategies for estate planning and designating one’s beneficiaries.   When it comes to the intersection of personal finance and estate planning, maintaining and monitoring your beneficiary allocations is critical. If you’re a staunch listener ... Read More

Thrift Savings Plan Monthly Update for May 2024, by Jennifer Meyer, CFP®, ChFEBC℠, AIF® Jennifer Meyer, CFP© In May, stocks rebounded from an underwhelming April when all but one of the core 5 funds was negative for the month. For ... Read More