Retirement & Financial Planning Report

The inspector general’s office has again urged attention to the issue of ineligible enrollees in the FEHB program, following a …More

If you separate from federal employment and are not eligible for a retirement annuity at that time, you may apply …More

The Senate has passed S-1430, to add protections against fraud against federal retirees by “representative payees,” who are designated to …More

Are you ready to retire? Before you answer that question, you need to discover whether that’s what you really want …More

Several federal employee organizations have said that an opportunity may be at hand to gain relief from two Social Security-related …More

One often overlooked benefit that federal retirees might be eligible to receive involves Social Security credit for time spent in …More

Federal employees retiring around the turn of the year – there always is a surge of retirements in that period …More

Index funds, such as those available through the Thrift Savings Plan, attempt to duplicate the returns of a given index, …More

Both of the two investment limits in the TSP are rising for 2020, an opportunity for investors who are making …More

To qualify for disability benefits from Social Security, you must have either a physical or mental impairment that is expected …More

Incidents of potentially serious falls increase with age but risk factors can be reduced, including through modifications to the home …More

You have to have five years of actual federal service to be vested for federal retirement benefits. Other employment – …More

You may have an attorney and an accountant and possibly a financial planner. If so, you might be getting good …More

A new study has documented how health shocks, even those classified as minor, can interrupt or even end a working …More

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

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