Dan and Katelyn discuss two important retirement planning developments affecting federal employees: the USPS FERS funding pause and the enhanced catch-up contribution opportunity available to those ages 60-63. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE ... Read More

Dan and Katelyn discuss two important retirement income decisions: preparing for required minimum distributions (RMDs) and determining whether delaying Social Security benefits until age 70 makes sense. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The ... Read More

In this episode, Katelyn and Dan discuss why federal employees are considering state jobs, outlining benefits, protections, and key trade-offs, then explore apprenticeship opportunities in fields like IT, healthcare, and HR, closing with guidance on eligibility, how to get started, ... Read More

In this episode, Dan reviews key benefit changes in the 2025 reconciliation bill, legal decisions shaping TSP and pensions, and what to watch moving forward. Katelyn highlights why updating beneficiary designations matters, the forms required, and how to avoid common ... Read More

Cryptocurrency is everywhere – and many federal employees are wondering if it deserves a spot in their investment mix. From flashy headlines to bold predictions in finance, digital assets such as Bitcoin and Ethereum have captured the public’s attention. And ... Read More

Cryptocurrency is everywhere – and many federal employees are wondering if it deserves a spot in their investment mix. From flashy headlines to bold predictions in finance, digital assets such as Bitcoin and Ethereum have captured the public’s attention. And ... Read More

President Barack Obama (with help from Congress) launched the Consumer Financial Protection Bureau as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010. The goal? To protect consumers from scams, deceptive practices, fraud, and abuse from the ... Read More

At Serving Those Who Serve, we understand that facing a Reduction in Force (RIF) can be stressful, especially for federal employees who are concerned about their benefits, retirement, and long-term financial plans. To help guide you through this challenging process, ... Read More

Dan and Katelyn discuss ESG investing, highlighting its benefits and offering key steps to consider for those interested in incorporating it into their portfolio. They then explore RMD withdrawal strategies, focusing on how to leverage tools like QCDs and Roth ... Read More

Bankruptcy can be a challenging but necessary step toward financial recovery. For Feds, it’s critical to understand how bankruptcy affects federal pensions and bankruptcy protections, as well as the TSP bankruptcy rules that determine what happens to retirement savings. Knowing ... Read More