Retirement & Financial Planning Report

A discontinued service retirement is one in which you are forced to retire, usually in the face of a specific …More

If you have a minor child, there are several strategies to pursue for better tax management of money for your …More

Day to day financial concerns tend to overshadow long-term needs such as retirement saving, even though Americans are increasingly responsible …More

Eligible enrollees in the FEHB include current federal employees, annuitants, and eligible family members. Newly hired employees have 60 days …More

You may have several sources of cash available to you for retirement that you had not considered, although using them …More

Only a fifth of workers in their 50s or 60s say they do not plan to work at all after …More

While much of the attention on the flexible spending account program for federal employees is focusing on using such accounts …More

For current income, tax shelter, and appreciation potential few investments match direct ownership of rental property. However, you must be …More

A recent study found not surprisingly that a person’s risk of running short of money in retirement is higher at …More

FEHB provides benefits for you and your eligible family members. What this means is that you can’t exclude any eligible …More

Revocable trusts, also known as living trusts, are increasingly popular. They can serve two main purposes: * Probate avoidance. Assets …More

Assisted living arrangements are emerging as a desirable and less expensive alternative to nursing homes even for people with significant …More

Normally, an employee is eligible to retire from federal service when the employee has at least 30 years of service …More

How much of your retirement portfolio should you use for spending money after you stop working? One common benchmark is …More

Defined benefit plans of governments in effect steer many employees to leave once they reach older ages by creating financial …More

For those who continue their Federal Employees Health Benefits program coverage into retirement, as most do, it is generally unnecessary …More

You should prepare your children to handle the assets they’ll eventually inherit. One strategy is to have them meet with …More

Households overall face a substantial “retirement deficit” that will grow even deeper if Social Security benefit levels are reduced from …More

The best way to help yourself toward a successful retirement is careful, long-term planning. But not everyone will have years …More

If you are concerned about inadequate income over a long retirement, consider investing in a variable annuity. * Variable annuities …More