If you’ve been following healthcare policy lately, you may have seen headlines about a proposal that would automatically enroll newly eligible Medicare beneficiaries into Medicare Advantage plans instead of the original Medicare Parts A and B (optional). For federal employees ... 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

Federal employees approaching retirement or following recent workforce developments may have questions about what to expect. In this episode, Dan and Katelyn explain OPM’s retirement process and discuss the recent Schedule Policy/Career changes, including what has and has not changed ... Read More

In this episode, Katelyn and Dan sit down with Kevin Moss, Director of Fundraising and Marketing at Consumers’ Checkbook, for a Q&A focused on helping federal employees navigate Open Season with confidence. Check Out Our Next FERS Webinar for Federal ... Read More

In this episode, Katelyn and Dan explore key considerations for federal employees and veterans planning-covering the Federal Long Term Care Insurance Program, eligibility requirements, pros and cons of coverage, and alternative options like private plans or self-insuring. They also dive ... 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

Since January 1,2025 and concluding March 31, 2025, the Center for Medicare and Medicaid Services (CMS) has been conducting the annual General Enrollment Period (GEP). During the GEP, individuals aged 65 and older can enroll in Medicare Part A (Hospital ... Read More

Healthcare costs can sometimes throw a wrench in even the best-laid retirement plans. They are unpredictable, often expensive, and can derail financial stability in retirement if not accounted for. Many federal employees focus on building their Thrift Savings Plan (TSP) ... Read More

Dan and Katelyn explore the concept of aging in place, highlighting its benefits, such as staying in a familiar environment and maintaining strong connections within the community. They also discuss strategies for managing the associated costs, including available resources and ... Read More

Dan and Katelyn explore the possibilities and key considerations for federal employees interested in working remotely from overseas. They cover benefits, healthcare, and taxes. Additionally, they discuss the common pitfall of contributing your full TSP limit too early in the ... Read More