Retirement & Financial Planning Report

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

Employer-sponsored retirement savings plans that have new employees invest some of their pay by default increase the percentages of those …More

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

Children’s eligibility for certain benefits flowing from federal employment changes vary by type of benefit. Under the Federal Employees Health …More

Acting OPM director Rob Shriver told a House hearing recently that it has made “significant progress” in processing retirement claims …More

Do your homework before making any commitments to using a financial advisor. Ask about an advisor’s investment philosophy, to see …More

Prior to my federal career, I was working in a hospital laboratory.  With seven years of experience, I was earning $34,000 …More

The FBI has said that instances of fraud and scams reported to its internet crime complaint center increased by 11 …More

An annual survey of retirement confidence by the Employee Benefit Research Institute has highlighted a mismatch between what current workers …More

FERS employees who want to retire but aren’t eligible for an immediate unreduced annuity under standard age and years of …More

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

Life insurance is one of the least exciting topics we can cover… But it’s an essential component of financial planning. …More

A Congressional Budget Office report on total compensation—pay plus the value of benefits—in the federal government vs. the private sector …More

Perhaps the least-understood form of federal retirement eligibility is discontinued service retirement, or DSR. As the name implies, it applies …More

If you’re at the age where you have elderly parents or other elderly relatives, you may have opportunities to help …More

There are approximately 6.9 million active TSP (Thrift Saving Plan) participants. They are active employees and retired employees who make …More

The EEOC has stressed that protections under the Age Discrimination in Employment Act apply not just to overtly discriminatory actions …More

If you have five or more years of creditable civilian service but don’t meet any of the combinations for immediate …More

You may have decided to relocate in retirement, which might mean moving a long distance away or just picking a …More

People love not having a mortgage in retirement. It simply feels great to own your home free and clear. And …More