Retirement & Financial Planning Report

The pandemic has generally not changed retiree confidence in living comfortably through their retirement years, with seven in 10 saying …More

If at one point in your career you left the government, took out your retirement contributions, and then returned, in …More

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

A GAO study has said found what it called a “significant” increase over several decades in the share of those …More

If you marry after federal retirement you may elect to provide a survivor annuity but the process differs from the …More

Many federal employees carry professional liability insurance coverage, which can help shield them against legal costs related to suits brought …More

A federal court has denied an award of legal fees to a federal retiree who won a dispute with OPM …More

After you retire, your agency will send your records to OPM, which will check whether you meet a needed age …More

A homeowner’s insurance policy should not be acquired when you buy your home and then forgotten. Here is how to …More

Three-fourths of retirees say they expect to spend down at least some of their financial assets during retirement, including 14 …More

In general, the law allows children to be covered by Federal Employees Health Benefits program up to age 26, even …More

Many estate plans include trusts that take effect after death. With any type of trust, it’s up to the trustee …More

The potential for unexpected costs is a major factor in retiree spending patterns, most clearly reflected in reluctance to spend …More

If you are under age 60 when you go on disability retirement and your disabling condition isn’t considered permanent, OPM …More

How can you prepare your children to handle the investment assets they’ll eventually inherit? One strategy is to have them …More

The recently released 2020 Federal Employee Viewpoint Survey results show that the pandemic has caused some federal employees to rethink …More

If you’re planning to retire, however near or far ahead that day may be, you’ll need to understand your “high-3,” …More

Variable annuity costs are higher than mutual fund expense ratios. In return for the higher cost, investors receive some advantages …More

A bipartisan bill offered by several leading senators would strengthen protections under the Age Discrimination in Employment Act, which applies …More

Not a few federal employees retire and shortly afterward conclude they made a mistake and look to return. In some …More