Retirement & Financial Planning Report

The portion of the federal workforce covered by CSRS is shrinking steadily as those employees hit retirement eligibility. Eligibility is …More

With a deferred annuity, you invest a lump-sum or a series of payments. The goal is that over time you …More

While taking out a reverse mortgage is a commonly cited way to use a home as a retirement asset, downsizing …More

If you’re single with a child or children you’ll probably name your child or children as your IRA beneficiary. After …More

The trend of recent years of delaying retirement continues, according the Labor Department data that also show however, that other …More

The law gives certain rights to your spouse, including a separated spouse, so long as your account balance is more …More

A health care power of attorney, sometimes known as a health care proxy or a medical power of attorney, should …More

A report from the Employee Benefit Research Institute has underscored the importance of consistency in retirement savings, saying that in …More

Windfall Elimination Provision and the Government Pension Offset can affect the retirement benefits employees and retirees who are or were …More

To ensure your will stands up it should be written by an attorney. Wills that you write yourself, or fill-in-the-blank …More

In recent years new retirees overwhelmingly have come from the baby boom generation and the changes they are making in …More

If you are an employee or retiree covered by the Federal Employees’ Group Life Insurance program, on your death the …More

If you’re shopping for whole life insurance, an agent likely will show you an “illustration,” a computerized printout that might …More