In this episode, Dan and Ed break down the tax implications of the Social Security Fairness Act and how it affects federal retirees. They discuss the impact of retroactive lump-sum payments, higher monthly benefits starting in 2025, and how this ... Read More

In this episode, Dan and Katelyn discuss key financial topics affecting federal employees, including the repeal of the WEP and GPO under the Social Security Fairness Act and practical strategies from a Shutdown Survival Guide. Check Out Our Next FERS ... Read More

POn January 20, 2025, President Donald Trump’s Executive Order implemented the Department of Government Efficiency to support “cost-efficiency initiatives” across multiple government agencies. But panic ensued when DOGE began targeting the Social Security database. Alarming headlines and rumors claimed that Social ... Read More

In 2025, lawmakers passed major changes to Social Security that are reshaping retirement for federal employees. The Social Security Fairness Act (SSFA) increases benefits for millions of public sector workers – including Feds – by repealing the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). These changes ... Read More

In 2025, lawmakers passed major changes to Social Security that are reshaping retirement for federal employees. The Social Security Fairness Act (SSFA) increases benefits for millions of public sector workers – including Feds – by repealing the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). These changes ... Read More

Katelyn covers the Social Security Fairness Act, which repeals the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), impacting Social Security benefits for CSRS and CSRS Offset employees. She also discusses life after a reduction in force, focusing on ... Read More

On January 5, 2025, former President Biden signed the Social Security Fairness Act of 2023 (SSFA) into law. For millions of public sector and employees and retirees including federal employees, the passage of the SSFA resulted in the repeal of ... Read More