Retirement & Financial Planning Report

CSRS employees need to understand that their annuities may be reduced–by the decades-old “Catch-62” provision–if they haven’t made a deposit …More

Trust fees vary widely so it pays to shop around and get quotes before making any commitments. Be sure you …More

Views of retirement and preparations for it vary by generations, according to the TransAmerica Center for Retirement Studies, but one …More

A federal employee who marries has a number of decisions to make regarding benefits. Survivor annuity When you get married, …More

The start of a new year is a good time to review your designations of beneficiaries on accounts such as …More

Health care and supportive services for aging people are important in whether a community is an attractive place for them …More

By law (5 U.S. Code 8905), you can continue your coverage under the Federal Employees Health Benefits program in retirement …More

Life insurance may play a vital role in an estate plan because insurance proceeds can be counted on to provide …More

While more workers are hoping to continue working longer, older workers still face barriers, a study has concluded. The trend …More

At retirement, you’ll have a big decision to make: Should you elect a survivor benefit for your spouse? The downside …More

When you create a will, you’ll name an executor or personal representative. That person will be the “quarterback” of your …More

There is a common misconception that the Federal Employees Health Benefits program covers long-term care needs. In fact, long-term care …More

An IRA that’s relatively modest, when you retire, still can generate a substantial amount for your beneficiaries, if you pass …More

One way the federal government’s retirement program is superior is that it provides more financial security to lower-income workers – …More

The turn of the year is a natural time to do a reassessment of finances. One subject to make sure …More

After you retire, the paychecks will stop coming and while the annuity will start, it won’t be as large as …More

Providing caregiving help for an elderly relative–common among workers later in their careers–carries personal and financial risks, says a report …More

If you die while employed by the federal government and are married, your spouse will be entitled to a survivor …More

If you have a second home you might want to rent it out either periodically or on a long-term basis. …More