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 Chelsea explore strategies for federal employees to gain an extra year of service credit without working longer. They also delve into donor-advised funds (DAFs), explaining how to avoid capital gains taxes and highlighting the benefits of using a ... Read More