Beware of Medicare Card Scam, Government Warns
The government has issued a warning about a new Medicare-related scam related to that program’s project, starting this month and …More
Retirement & Financial Planning Report
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Reaching Age 65 Triggers Important Decisions
Hitting age 65 brings several important changes for federal retirees that are worth knowing and planning for, even for those …More
A Strategy for Assessing Life Insurance Needs
To determine how much life insurance you’ll need, you should go through this comprehensive process: 1. Project major expenses. Will …More
Importance of Women’s Retirement Financial Literacy Stressed
There is a variety of reasons why women overall save less for retirement than men do, but better financial literacy …More
Maintaining Your Parents in a State of Independence
You may not be able to keep your parents from going into a nursing home but these tactics will increase …More
Extending Career May Mean Changing It, Says Report
Those expecting to follow the trend of longer working careers may need to change jobs and maybe even career fields …More
FEHB Coverage for Your Survivors
For your surviving family members to continue your FEHB benefits enrollment after your death, both the following requirements must be …More
The Risks and Benefits of a Variable Annuity
Variable annuities offer buyers the chance to choose among subaccounts, many of which resemble stock funds or bond funds. Your …More
SSA Underscores Burdens on Care-Givers
Increasing numbers of older persons are suffering from Alzheimer’s Disease, imposing significant financial as well as emotional burdens on those …More
Adding and Subtracting Children from FEHB Coverage
If you have or adopt a child, he or she is eligible for coverage under the Federal Employees Health Benefits …More
Life Insurance Comes with Ownership Choice
The ownership of your life insurance policy can have a substantial impact on how this asset will be handled. Choices …More
Report Finds Concerning Retirement Behavior Across Generations
Three major generations now in the workforce have differing perspectives on retirement but each exhibits some trends that raise issues …More
Reviewing FERS Retirement Eligibility
If you are a FERS employee, you can retire on an immediate unreduced annuity with the following minimum combinations of …More
Make Sure Your Advisor’s Interests are Your Own
Before you sign an engagement letter with a financial advisor, be cautious about where his or her interests lie. Here …More
Change in Divorce Settlements Policy Challenged
The inspector general at OPM has challenged how that agency in 2016 changed a longstanding policy regarding how a divorce …More
Reviewing CSRS Retirement Eligibility
The portion of the federal workforce covered by CSRS is shrinking steadily as those employees hit retirement eligibility. Eligibility is …More
Purchasing an Annuity for Tax Deferral
With a deferred annuity, you invest a lump-sum or a series of payments. The goal is that over time you …More
Downsizing as a Way to Use Home as Asset in Retirement
While taking out a reverse mortgage is a commonly cited way to use a home as a retirement asset, downsizing …More
Cashing Out Annual Leave at Retirement
The amount of annual leave you can be paid for when you retire depends on whether you are a postal …More
Stretching Out Your IRA for Your Heirs
If you’re single with a child or children you’ll probably name your child or children as your IRA beneficiary. After …More