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  • All
  • Advisors
  • Charitable Giving
  • College Planning
  • FERS Annuity
  • Financial Planning
  • Insurance
  • Investing
  • Retirement
  • Roth
  • Social Security
  • Tax Planning
  • Thrift Savings Plan
  • Uncategorized

Benefits Decisions at FERS Retirement

The final step toward retirement in the workplace is filling out retirement paperwork. That paperwork contains a few very important decisions for

Year End Review – 10 Ways to Save on Taxes and Expenses

The end of the year is a great time to do a review of your finances. Things that tend to change at the beginning of ...

Should a Federal Employee Pay Off Their House?

The question of paying off your house or not is one that seems to be a constant debate among people approaching retirement. In fact, it’s ...

It’s Time For a TSP Conversion

Everyone loves tax free money, but sometimes it’s hard to pay more today for a future benefit. Roth conversions definitely fall in the camp of

What Happens to TSP When You Turn 70?

Most people are aware that they will be required to take money out of their qualified accounts when they get older. But as with anything ...

4 Things to Know About Your FERS Annuity

The FERS annuity is the foundation of the federal employee retirement plan. While some federal employees may know how to calculate their FERS annuity, I ...

Save Tax $$ By Bunching Deductions

If you knew how to potentially save a couple thousand dollars a year, would you do it? If yes, then I would recommend looking in ...

Is Dave Ramsey Right?

Dave Ramsey is a household name when it comes to teaching finance. He gives a lot of advice on various financial topics, but should we ...

How High Income Earners Can Save on the Cost of College

Paying for college can easily be one of the biggest expenses that parents will incur during their lifetimes

The Biggest Retirement Fear

Many studies about retirement fears show that retirees’ biggest fear is running out of money. Running out of money as a valid fear for retirees, ...

Choosing the Correct Survivor Annuity

Retirement and life insurance aren’t commonly thought of together, yet that is exactly what the survivor annuity is. The FERS survivor annuity (SA) is an ...