In this episode, Katelyn and Dan explore key topics for federal employees planning for the future-covering solo retirement strategies, long-term care costs, estate planning essentials, and building a personal support system. They also honor Representative Gerry Connolly’s legacy of federal ... Read More

Planning for retirement always requires a thoughtful strategy, but for single federal employees, the stakes can feel even higher. A solid, self-sufficient plan for long-term care costs is critical without a partner to share income, caregiving responsibilities, or decision-making. From ... Read More

In this episode, Dan and Katelyn dive into FEDVIP coverage, premiums, and retirement benefits. They also share tips on protecting federal benefits from quantum threats, including securing financial accounts and estate planning in the digital age. Check Out Our Next ... Read More

Katelyn and Dan explore the complexities of working abroad and international marriages, focusing on the advantages and challenges related to benefits, taxes, and estate planning. They then shift to a discussion on Health Savings Accounts (HSAs), providing an overview of ... Read More

New digital wealth like cryptocurrency demands fresh thinking about your estate plan. Let’s walk through exactly how to protect your crypto investments and make sure your family can access everything they’re entitled to after you’re gone.   Estate Planning Basics ... 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

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

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

CFP® Professional Katelyn Murray breaks down which financial accounts are the best for inheritances… and which types aren’t. Katelyn Murray, CFP®, ChFEBC®, FBS®, CFT-1™, ECA – When it comes to financial planning for federal government employees and retirees, considering the ... Read More