Retirement & Financial Planning Report

As governmental plans, CSRS and FERS are not subject to the Employee Retirement Income Security Act (ERISA), which governs many …More

Variable annuities can deliver supplementary retirement income. Money you invest can be placed among many different stock funds, bond funds, …More

In focus groups involving some 190 older women that GAO convened for a report on financial challenges facing them, a …More

The annual open season is when most enrollment changes in the Federal Employees Health Benefits program occur, but certain changes …More

People with elderly parents often come to a point where they have to consider assuming some of the responsibility for …More

The Social Security Administration has speeded up its handling of disability benefits applications in recent years but the length of …More

You may “assign” your Federal Employees Group Life Insurance to one or more persons, firms or trusts. Assignment means that …More

There are good reasons to make a designation of power of attorney to make important decisions on your behalf if …More

The availability of long-term care insurance policies is continuing to decline even as the need for such care is growing, …More

Many people move at or during retirement for a myriad of reasons, including for a different living space, to be …More

Are you ready to retire? Before you answer that question, you need to discover whether that’s what you really want …More

September 22 is the deadline for using a special TSP loan authority that was enacted earlier this year as part …More

Applying for federal disability retirement is for many people a daunting task that might discourage eligible persons. There are several …More

In the FEGLI life insurance program for federal employees there is variation in premiums according to the individual’s age, but …More

While “nontraditional” jobs commonly lack key fringe benefits such as health insurance and retirement plan coverage, they can be attractive …More

In addition to the standard survivor annuity options available to those retiring, another, more rarely used, option exists: the insurable …More

As part of your estate planning, don’t forget to consider a power of attorney. This document names someone else to …More

Here’s some important information to put into order for your family regarding your federal benefits for their use at the …More

Understanding how spending patterns vary with time during retirement, and why, can be “critically important” in setting up a personal …More

Moving to a new home in retirement? Along with the lifestyle changes, remember to pay attention to: * Estate planning. …More