Funeral Planning: Pre-Need Insurance vs. Final Expense Insurance
In the U.S., only 45% of adults over age 55 have prepared a Last Will & Testament and even fewer have planned their own funeral. Though...
Money-Saving Tax Breaks Starting At Age 50 & Over
As you approach your half-century birthday, one of your gifts comes from the IRS: tax breaks starting at age 50 that can help you save more...
Have You Forgotten About A 401(k) From A Previous Employer?
According to the U.S. Bureau of Labor Statistics, on average, working Americans change jobs every 4.2 years. If this describes you, it’s...
There’s No Place Like Home For The Majority Of Americans Poised To Retire
Studies show Americans poised to retire are changing the standard pattern for their golden years. They have no desire to sell their home...
New Study Shows Boomers & Gen X Aren’t Saving Enough For Emergencies
Expensive car repairs. Medical care that’s not covered by your FEHB plan. Helping a family member with a financial need. Any number of...
Do Federal Workers Need An Estate Plan?
Do Feds need an estate plan? The short answer is a resounding, “Yes!” Don’t make the mistake of assuming only millionaires and...
Understanding The Coordination of FEHB & Medicare Coverage
When you’re working for Uncle Sam and covered under FEHB, it may not make sense to enroll in Medicare when you’re eligible at age 65....
Travel Discounts For Federal Workers & Retirees
Whether you’re looking to take some annual leave before you retire or getting a head start on planning your bucket list adventures,...
Tips For Increasing Your Monthly FERS Pension In Retirement
For FERS participants, your monthly annuity (pension) is a source of income you can count on in retirement. When you consider your federal...
Projected 2024 Tax Brackets & Standard Deduction
Once again, inflation rates will likely result in another upward adjustment to tax brackets and an increase in the standard deduction for...
