Katelyn and Dan discuss how federal employees can create more tax flexibility in retirement and prepare for one of the largest potential retirement expenses: long-term care. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The Fed15 ... Read More

Dan and Katelyn discuss how federal employees can accelerate retirement savings later in their careers and what parents should know about FAFSA and CSS financial aid planning. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The ... Read More

Dan and Katelyn discuss Roth TSPs, comparing them to Traditional TSPs and clarifying misconceptions about taxes, employer matches, and RMDs. They then cover key considerations for including cryptocurrency in estate planning, such as inventory, beneficiaries, and legal frameworks. Check Out ... Read More