Retirement & Financial Planning Report

The Social Security earnings test has an effect on when people start Social Security benefits and their decisions regarding work …More

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

Many people go into a second or later marriage with children from a previous marriage. This can create an estate …More

Most employers consider their workplaces to be aging-friendly but only about a third actively help workers phase into retirement with …More

Under certain circumstances, the children of deceased federal employees and retirees are entitled a survivor annuity—which for retirees is payable …More

Receiving a “surprise” medical bill is a common concern regarding health care and with good reason, a report by the …More

As a rule, if you retire before the end of a leave year, you’ll be given a lump-sum payment for …More

As your personal situation changes through the years, so do your life insurance needs. You should review your coverage regularly, …More

The Social Security system is suffering from a “missing trust fund” and if the system is to continue paying benefits …More

So-called “living trusts” are highly touted. They offer real advantages but there are disadvantages, too. Getting the benefits requires time, …More

The Medicare program has issued renewed warnings about scams and fraud in advance of its annual open season—which starts October …More

While the Federal Employee Health Benefits program and the Federal Employees Dental and Vision Insurance Program are both forms of …More

A power of attorney can be invaluable. For example, you might suffer a stroke with no prior warning signals and …More

Self-employment could serve as a transition into retirement for those who wish to phase into retirement but whose jobs may …More

The three levels of FEHB are self only, which provides benefits only to the enrollee; self plus one, which provides …More

After you retire, how much money can you withdraw from your portfolio? Many advisers say that a safe initial withdrawal …More

An inspector general audit has found numerous errors by the SSA in applying the “windfall elimination provision” that commonly results …More

The government does not conduct a lot of reductions in force—layoffs—but there’s an important potential benefit to be aware of …More