Retirement & Financial Planning Report

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

A survey of persons who recently claimed Social Security benefits found that while satisfaction with the process was generally high, …More

The FEHB program has provisions for challenging the denial of a claim for coverage if you think that claim was …More

There are several strategies you might wish to consider for improving your cash flow in retirement, although they have both …More

Grandparents who take on the responsibilities of providing for the basic needs of their grandchildren “are often under great financial …More

Federal employees may take their Federal Employees’ Group Life Insurance (FEGLI) benefits into retirement if they’ve been in the program …More

These investments work best inside your IRA or other tax-deferred retirement accounts: Short-term holdings. If you do any in-and-out trading, …More

An inspector general audit has said that OPM is meeting its milestones toward standing up a new health insurance program …More

Federal employees who separate for retirement or other reasons with a buyout payment face restrictions if they want to return …More

Compared to men, women tend to be more concerned about their financial security in retirement and overall expect to work …More

A widow or widower of a deceased retiree who is eligible for a survivor annuity under either CSRS or FERS …More

Most applicants can qualify for life insurance, at some price. To avoid paying more, it’s important to know that generally …More

Having enough savings to cover an emergency overtook retirement savings as the number one financial worry in a recent survey …More

Beneficiary designations are an important element of federal benefits programs. In fact, the ability to provide for one’s family or …More

If you are trying to cut down on debt—either in the runup to retirement or just to get rid of …More

A recent poll of retirees and later-career workers found that most wish they had saved more and more consistently for …More

You may have decided to relocate in retirement, which might mean crossing state lines or just downsizing. As you’ll soon …More

Two of the most dangerous places for retirement planning are the water cooler and internet chat rooms. Rumors love those …More

All FEHB plans have a coordination of benefits or double coverage provision. The purpose of this provision is to enable …More

A report for Congress shows that the need for long-term care continues to increase, while costs can vary greatly depending …More

Concerns have been raised about the growing numbers of retirees who have debt but the risk to a financially secure …More

The FEHB health insurance and FEDVIP dental and vision insurance programs are paired in many people’s minds. During annual open …More

Many people go into a second or third marriage with children from a previous marriage. This can create an estate …More

If you are a Federal Employment Retirement System, (FERS) employee, you need to think about many issues before you submit …More

While the Social Security Administration has been beefing up its online services as one way to better handle its growing …More

The interlocking and somewhat overlapping features of FEDVIP, FEHB and the flexible spending account program take time to sort out. …More

In addition to their civil service annuities, many federal employees purchase private annuities for investment, retirement planning and survivor benefit …More

I have seen 10,000’s of federal employees retire and for many, the first year of retirement is brutal. But for …More

As Generation X approaches retirement, most in that age group “are failing to meet retirement savings targets,” according to a …More

Certain FERS employees who want to retire on an immediate annuity are faced with the prospect of having their annuities …More