Retirement

Tax Planning Mistakes That Can Impact Your Retirement

If Congress doesn’t extend the Trump Tax Cuts (TCJA) for individual taxpayers, federal retirees and pre-retirees will likely be paying...

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Retirement

Consider Using Your Home Equity To Help Fund Your Retirement

If you’re like many federal workers, your most valuable asset is your home. Commonly known as home equity, housing wealth among...

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News

2024 Tax Breaks For Seniors Age 65 & Over

With the April 15th, 2024, deadline for filing your 2023 tax return looming up ahead, it’s important for seniors to understand options...

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Resources

Top 5 Myths About Filing Your 1040 Tax Return

Though the standard deduction for the 2023 tax year has likely made filing your taxes a bit easier, there are still a number of misleading myths that can result in making a mistake and getting unwanted attention from the Internal Revenue Service (IRS). MYTH #1: If I Receive A Tax Refund, I Will Not Be …...

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Resources

3 Common Ways Retirees Mismanage Their Retirement Income

Over 60% of respondents to a 2023 study said they’re more afraid of running out of money in retirement than they are of death. Though future inflation and stock market volatility top the list of reasons they fear outliving their money, in reality many retirees put themselves in jeopardy due to mismanaging their retirement income....

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The Danger Of A Retirement Income Gap

Stock market volatility. A sudden spike in the inflation rate. Healthcare expenses that are not...

What To Expect When You Apply For Life Insurance

Are you entering retirement under-insured? If the only life insurance you carry is FEGLI term life...

Life Insurance Basics: Term Life, Whole Life, Universal & Variable

When you first start working for Uncle Sam, The Federal Employees’ Group Life Insurance...

It’s Never Too Late To Start Saving More For Retirement

Recent reports show that 2023 stock gains have helped to grow the average federal worker’s Thrift...

Should You Pay Off Your Mortgage Before Retirement?

Paying off your mortgage before retirement can be an excellent way to help ensure you won’t...

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Common Thrift Savings Plan (TSP) Mistakes To Avoid

The Thrift Savings Plan (TSP) offers an outstanding opportunity to lay a strong foundation for...

Don’t Wait Too Long To Buy LTC Insurance

Surveys show approximately 90% of Americans don’t have long-term care (LTC) insurance even though...

Your FEHB Enrollment Options In Retirement

The Federal Employees Health Benefits (FEHB) program offers a wide selection of PPO, HMO and FFS...

Retirement

3 Good Reasons FERS Retirees Should File For Social Security At Age 70

Private sector workers have only one source of guaranteed income when they retire: their Social Security benefit. As a federal employee...

Resources

If You Plan To Age In Place, Consider Buying Long-Term Care Insurance

According to a 2021 AARP Home and Community Preferences Survey, 77% of adults age 50 and older want to remain in their homes as long as...

Benefits

Top 5 Myths About Carrying FEHB Into Retirement

As a federal employee, one of the most valuable benefits you can continue into retirement is your Federal Employees Health Benefits (FEHB)...

Resources

Should You Take The Standard Deduction Or Itemize When Filing Your Taxes?

With two options for taking deductions on your tax return, it’s important to understand the facts. A majority of taxpayers opt for the...

Retirement

Estate Planning: Don’t Forget To Include Your Pets In Your Will

According to the Humane Society, 100,000 to 500,000 pets are placed in animal shelters when their owners pass away and around 60% end up...

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Retirement

Have You Made Unrealistic Assumptions About Your Retirement?

In 2024, over 12,000 Baby Boomers will turn age 65 each and every day of the year. With a significant number of Americans currently...

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