Retirement & Financial Planning Report

If you are involuntarily separated from federal employment–for example, because of a RIF, transfer of function outside your commuting area, …More

The Social Security Administration has said that “there are no right or wrong answers” regarding when someone eligible for benefits …More

Assets such as real estate, business interests, collectibles, personal property, and intellectual property may have to be assigned a value …More

Federal Employees Health Benefits program carriers are obligated to follow standard coordination of benefit rules established by the National Association …More

Retirement planning often is based on an assumption that certain expenses will decrease and the household will be able to …More

Traditionally, term life insurance covered a one-year period. Then the coverage was renewed, at a higher price. Recently, such policies …More

The Social Security Administration has said that “there are no right or wrong answers” regarding when someone eligible for benefits …More

One way to hold down the cost of disability insurance is to extend the “elimination” period before disability benefits begin. …More

A majority of workers expects to remain in the workplace beyond age 65, traditionally a common retirement target date, but …More

If you are approved for phased retirement, you’ll receive additional credit for that service toward your full retirement. While you …More

If you have a student in college or soon will, an insurance checkup is probably necessary. Renter’s insurance: Regardless of …More

A recent federal appeals court decision could make it easier for federal retirees to succeed in a claim that they …More

Social Security suffers from a “missing trust fund” that could be restored by increasing taxes in any of several ways, …More

In order to reduce the tax you pay on investments held in a taxable account–that is, outside of a tax-favored …More

OPM has said it opposes an idea, raised over the years as proposed legislation, to centralizing purchasing of prescription drugs …More

Adding a teenaged driver to a parent’s auto insurance policy is costly but there are ways to hold down costs. …More

A recent budget document from OPM sets goals for processing of benefit applications for new retirees and for retirement-related customer …More

Homeowners insurance costs are going up in many areas. You can trim those costs if you qualify for certain discounts. …More

Hitting age 65 brings several important changes for federal retirees that are worth knowing and planning for, even for those …More

There is a variety of reasons why women overall save less for retirement than men do, but better financial literacy …More

You may not be able to keep your parents from going into a nursing home but these tactics will increase …More

Those expecting to follow the trend of longer working careers may need to change jobs and maybe even career fields …More

For your surviving family members to continue your FEHB benefits enrollment after your death, both the following requirements must be …More

Variable annuities offer buyers the chance to choose among subaccounts, many of which resemble stock funds or bond funds. Your …More