Retirement & Financial Planning Report

At your death, your estate will have to go through probate, the process in which a local court supervises the …More

While it’s widely accepted that a decision to retire is not just a financial one, two factors can stand out …More

If you have coverage under the Federal Long Term Care Insurance Program, you will be eligible for benefits after you …More

If you have no credit card debt or only an easily manageable amount, should you pay down your mortgage? There …More

Employer-sponsored retirement savings plans that have automatic enrollment features commonly do not steer such investments into Roth-style balances even though …More

You have to have five years of actual service to be vested in the retirement system. Other employment — even …More

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

The traditional concept of retirement has been largely replaced in the minds of late-career workers with the concept of gradual …More

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

A power of attorney is a document where one person (the principal) names another (the agent), who can act for …More

As the workforce changes–in particular as Baby Boom workers are replaced by Generation X and Millennial Generation workers–there could be …More

While the Thrift Savings Plan generally offers automatic investment for employees–who set up a payroll withholding and then need do …More

When you set up a trust, it’s a common to name a friend or family member as trustee. This is …More

The Social Security Administration has put out an explanation to changes to the so-called “file and suspend” claiming strategy made …More

The Office of Personnel Management pays children’s benefits in certain circumstances on the death of an employee or retiree. Benefits …More

You typically can appeal a real estate assessment. In some jurisdictions, informal meetings with the assessor are allowed. You might …More

Retirement is increasingly becoming a period of transition rather than an event, according to a study that said, for example, …More

Most federal employees or annuitants reaching age 65 are automatically entitled to premium-free Part A of Medicare, Hospital Insurance (HI), …More

If you decide you want to make lifetime gifts to your kids, what should you give away? Here’s one recommended …More

Federal employees who fill out certain retirement- related forms manually need to take special care, in light of the recent …More