Retirement & Financial Planning Report

While much of the attention on the dependent care flexible spending account focuses on using such accounts for child care …More

Withdrawing money prematurely from retirement savings accounts–so-called “leakage”–is a main reason why those accounts do not reach their potential for …More

Some employees have concluded that they would be better off financially if they “burned off” their sick leave hours instead …More

While households headed by persons age 65 and up are more likely to have debt, and more of it, than …More

Financial support from parents “has become the norm” for young adult children, sometimes to the detriment of the parents’ ability …More

A discontinued service retirement is one in which you are forced to retire, usually in the face of a specific …More

Properly organizing and storing your financial records can pay off for both yourself and for your survivors, on your death. …More

Many factors affect people’s decisions to retire or to continue to work as they reach retirement ages, the Congressional Budget …More

Whether you are a CSRS or FERS employee, the eligibility rules for voluntary early retirement authority, or VERA, are the …More

The Social Security earnings test has an effect on when people start Social Security benefits and their decisions regarding work …More

The best way to help yourself toward a successful retirement is careful, long-term planning. But not everyone will have years …More

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

Most employers consider their workplaces to be aging-friendly but only about a third actively help workers phase into retirement with …More

Receiving a “surprise” medical bill is a common concern regarding health care and with good reason, a report by the …More

The Social Security system is suffering from a “missing trust fund” and if the system is to continue paying benefits …More

So-called “living trusts” are highly touted. They offer real advantages but there are disadvantages, too. Getting the benefits requires time, …More

The Medicare program has issued renewed warnings about scams and fraud in advance of its annual open season—which starts October …More

While the Federal Employee Health Benefits program and the Federal Employees Dental and Vision Insurance Program are both forms of …More

A power of attorney can be invaluable. For example, you might suffer a stroke with no prior warning signals and …More

Self-employment could serve as a transition into retirement for those who wish to phase into retirement but whose jobs may …More

The three levels of FEHB are self only, which provides benefits only to the enrollee; self plus one, which provides …More

After you retire, how much money can you withdraw from your portfolio? Many advisers say that a safe initial withdrawal …More

An inspector general audit has found numerous errors by the SSA in applying the “windfall elimination provision” that commonly results …More

The government does not conduct a lot of reductions in force—layoffs—but there’s an important potential benefit to be aware of …More

As part of its widened withdrawal policies effective Sunday (September 15) the TSP is tweaking its policies regarding the rights …More

One of the most complicated—and therefore least understood—aspects of federal retirement policy involves those with military service. That’s due to …More

Most investors lag the results of the overall stock market because they make one or more of the following mistakes: …More