Retirement & Financial Planning Report

If you are involuntarily separated from federal employment–for example, because of a RIF, transfer of function outside your commuting area, …More

If you’re facing ever-steeper property tax bills, consider appealing. Your home might be overvalued and an appeal could save you …More

The Social Security Administration has said that “there are no right or wrong answers” regarding when someone eligible for benefits …More

Assets such as real estate, business interests, collectibles, personal property, and intellectual property may have to be assigned a value …More

Federal Employees Health Benefits program carriers are obligated to follow standard coordination of benefit rules established by the National Association …More

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

Retirement planning often is based on an assumption that certain expenses will decrease and the household will be able to …More

Traditionally, term life insurance covered a one-year period. Then the coverage was renewed, at a higher price. Recently, such policies …More

The Social Security Administration has said that “there are no right or wrong answers” regarding when someone eligible for benefits …More

When planning for retirement, one crucial step is to make sure you’re getting service credit for all your working time …More

One way to hold down the cost of disability insurance is to extend the “elimination” period before disability benefits begin. …More

A majority of workers expects to remain in the workplace beyond age 65, traditionally a common retirement target date, but …More

If you are approved for phased retirement, you’ll receive additional credit for that service toward your full retirement. While you …More

If you have a student in college or soon will, an insurance checkup is probably necessary. Renter’s insurance: Regardless of …More

A recent federal appeals court decision could make it easier for federal retirees to succeed in a claim that they …More

Employees should review their official personnel folders–whether that’s in electronic format, still on paper or both–on a regular basis as …More

As part of your financial and estate planning, you should make arrangements for your care in case you become incapacitated. …More

Social Security suffers from a “missing trust fund” that could be restored by increasing taxes in any of several ways, …More

In order to reduce the tax you pay on investments held in a taxable account–that is, outside of a tax-favored …More

OPM has said it opposes an idea, raised over the years as proposed legislation, to centralizing purchasing of prescription drugs …More

Every trust has a trustee, who holds property for one or more beneficiaries. Indeed, the most important person in the …More

Adding a teenaged driver to a parent’s auto insurance policy is costly but there are ways to hold down costs. …More

A recent budget document from OPM sets goals for processing of benefit applications for new retirees and for retirement-related customer …More