Retirement & Financial Planning Report

An employee is eligible for a lump-sum payment for any unused annual leave when he or she retires or otherwise …More

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

Even among those with relatively large retirement savings, few are focused on building up a sum to leave as a …More

Completing beneficiary forms available under several federal benefits programs is a personal choice; it is not required. If you choose …More

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

Many people recognize that they could increase their retirement savings simply by cutting back on nonessentials but they find even …More

Age 59 ½ is significant in tax-advantaged savings plans such as the Thrift Savings Plan because under the tax code, …More

When you draft your will, you should name an executor. It will be up to your executor to handle all …More

Purchasing an annuity is a way to produce a stream of steady income in retirement but they are not risk-free …More

Any employee or retiree who is eligible for coverage under the Federal Long Term Care Insurance Program—and that includes the …More

Executing a well is vital to anyone’s estate plan. If you die without a will, your assets will be distributed …More

A recent report examining the connection between retirement benefits and recruiting and retention among state and local government employees could …More

Though sick leave helps when you are ill (and for a myriad of other things, such as childbirth, adoption, absence …More

Many people make charitable contributions, usually by writing checks. However, there are more tax-efficient ways to benefit your favorite causes. …More

Retirement and health insurance rank tops among reasons employees stay with their employers, a probably not surprising finding that once …More

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

Chances are you’ve spent a certain amount of time on the creation of your will. You’ve discussed the provisions with …More

The SSA inspector general’s office has said it is seeing new forms of scams designed to steal Social Security numbers, …More

Buyouts come with several important restrictions. A buyout taker must repay the entire (pre-tax) amount of the incentive to the …More

Before you retire, you need to anticipate how much of your portfolio you’ll withdraw. If you expect to take out …More