Retirement & Financial Planning Report

High attrition in federal positions that involve law enforcement duties but that are not included in the special retirement provisions …More

While retirees may no longer have a need for professional liability insurance—commonly purchased by federal employees with managerial or supervisory …More

Many people move at or during retirement for a myriad of reasons, including for a different living space, to be …More

Federal employees enjoy many benefits in retirement. Two great benefits are the FERS supplement and the 10% pension bonus. However, …More

Imposter scams targeting Social Security reported to the SSA inspector general’s office have trended up this year, about doubling to …More

As a rule, you can only continue your FEHB and/or FEGLI coverage into retirement if you are 1) currently enrolled, …More

When you plan for retirement, some simple numbers can help you develop an investment strategy. Start by determining how much …More

A bipartisan pair of senators has urged that chamber’s Democratic leaders to call to a vote a bill (S-597) to …More

While federal employees are accustomed to how and when they generally may change their Federal Employees Health Benefits coverage, some …More

Not every power of attorney will be sufficient to manage your affairs, if you become incapacitated. A general power of …More

Deciding when to take Social Security is a huge decision that can easily add/deduct $100,000s worth of lifetime benefits from …More

A survey has found sometimes widely varying expectations among the four generations currently in the workforce regarding when they will …More

An annuity is just one of the available TSP withdrawal elections and in practice is the least-used. However, before you …More

When you prepay a mortgage you’re essentially investing at the mortgage rate. Paying down a mortgage reduces debt and subtracts …More

If you are nearing age 65 then you will be absolutely bombarded with phone calls and mailers trying to get …More

Recent positive signs on retirement security may be misleading because of financial boosts that may not last, an analysis has …More

Applying for federal retirement is a process that must be handled with care. The first thing you need to do …More

In the FEGLI life insurance program for federal employees there is variation in premiums according to the individual’s age, but …More

The Social Security Administration has taken several actions that together ease the burdens for those claiming disability benefits. While the …More

As part of your estate planning, don’t forget to include a power of attorney. This document names someone else to …More

By law (5 U.S. Code 8905(b), you can continue your coverage under the Federal Employees Health Benefits program in retirement …More

You may be eligible for disability retirement if you are so disabled by disease or injury that you aren’t able …More

While only 4 percent of respondents to a survey said that Congress should “do nothing” about the Social Security system’s …More

The recent spike in inflation serves as a caution to older households that such periods can happen and illustrate what …More

Many people naturally want to age in place rather than move to an assisted living facility or another living arrangement …More

You may elect to provide a survivor annuity for a spouse you marry after retirement. Within two years of your …More

A study by the Federal Reserve Board shows a shift in peoples’ expectations about the age at which they will …More

Several federal benefit programs provide for death benefits, but such forms can easily be filed and forgotten. Benefits counselors say …More

Keeping your home well-maintained and in good repair is certainly necessary if you want to protect a major investment in …More

The Retiree Annuity Supplement, Special Retirement Supplement, FERS Supplement, Social Security Supplement…there seem to be endless names for, “the supplement”. …More