Katelyn reflects on Dolly Parton’s legacy of generosity and how wealth can create opportunities for others, while Dan explains how the TSP I Fund provides international stock exposure and why understanding its benchmark matters. Check Out Our Next FERS Webinar ... Read More

Katelyn explains what the TSP S Fund invests in and how it complements the C Fund, while Dan breaks down how federal employees can use the redesigned Social Security Statement to review earnings history and understand future benefits. Check Out ... Read More

Katelyn and Dan discuss how the TSP C Fund tracks the S&P 500 and why understanding its market capitalization weighting matters, along with what federal retirees should know about interim payments while OPM processes their retirement claims. Check Out Our ... Read More

Saving for your child’s education can be challenging, but a 529 plan remains one of the most powerful tools available to families looking to prepare for future college expenses. These tax-advantaged accounts allow investments to grow tax-free, and withdrawals are ... Read More

Inflation and longevity are two challenges facing today’s federal retirees. In this solo episode, Katelyn explains how rising costs and longer life expectancies can impact retirement income—and what federal employees can do now to prepare. Check Out Our Next FERS ... Read More

Federal employees making retirement decisions and families looking at new savings opportunities for children will find plenty to consider in this episode. Dan and Katelyn break down two important topics that could have long-term financial implications. Check Out Our Next ... Read More

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