Retirement & Financial Planning Report

Every trust has a trustee, who holds property for one or more beneficiaries. Indeed, the most important person in the …More

Preparing yourself for retirement involves more than just building up your savings and applying for your federal retirement benefits. Other …More

Retirement as a federal employee is no easy topic. There are two essential questions to understand if you’re going to …More

Retirement savers are tapping into those accounts while they are still working a “concerning” levels, says a report by the …More

You should begin planning for retirement at least a year ahead of the day you expect to retire. However, an …More

If you draw up a will, any property included in that will must go through probate before it can pass …More

In their early career years the Millennial generation was behind prior generations financially, but in more recent years they have …More

Updated: There are several fine points of crediting unused sick leave, including one that proves to be a disappointment to …More

In the U.S. legal system, the slightest misstep can lead to a huge award or a sizable settlement in a …More

The share of the U.S. labor force that is in “prime” working years—25 through 64—”has significantly fallen” in the last …More

As a rule, when you were first hired, you were covered automatically by Federal Employees’ Group Life Insurance Basic insurance. …More

If you are a federal employee contemplating retiring on December 31. The time to prepare for your retirement is now. …More

A report for Congress has put ending or softening windfall elimination provision and government pension offset provisions of Social Security …More

At this time of year, many employees eligible for retirement start thinking ahead to possibly doing it around the turn …More

Joint ownership is the simplest and least expensive form of incapacity protection. Your elderly uncle who is becoming forgetful, for …More

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

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