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When Should I Start Taking Social Security Benefits?
When should you start taking Social Security benefits? John Mason, CFP®, and Tommy Blackburn, CFP®, CPA, PFS, break down why this isn’t a simple age-62-or-70 decision. The short answer: for…
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- Secret Millionaire- the value of federal benefits
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Blogs, Federal Retirement Planning, Financial Planning Foundations, Medicare, FEHB & Tricare, Videos
Are You Eligible To Keep FEHB In Retirement?
Can you keep your FEHB coverage after you retire? Most federal employees assume the answer is simple, but three specific…
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What Do I Do With My TSP When I Retire? 4 Options for Federal Employees
If you’re a federal employee approaching retirement, you’ve probably asked yourself: what do I actually do with my TSP once…
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Federal Employees: Is Your Retirement Plan Outdated?
Your retirement plan was built for a version of retirement you projected years ago. But if your actual retirement looks…
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The Retirement Mistake Federal Employees Can Never Take Back
Federal employees: survivor benefits may be the most important retirement decision you’ll ever make, and it’s irrevocable. Before you sign…
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How to Maximize Your FERS Pension (It’s Not What You Think)
Most federal employees think maximizing their FERS pension means working as long as possible to get the biggest number. But…
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The 65-Day Election: How Trusts Can Save You Thousands in Taxes Before March 6th
If you have an irrevocable trust, there’s a little-known tax strategy with a tight deadline you need to know about…
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What Is Financial Planning for Federal Employees? (And Why It’s Not What You Think)
What does financial planning actually mean for federal employees? It’s not the same as planning for everyone else. Your FERS…
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FERS Cost of Living Adjustment: Why “Diet COLA” Is Still Worth Hundreds of Thousands
Understanding your FERS cost of living adjustment (COLA) is crucial for retirement planning. Unlike CSRS pensions that receive full CPI…
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Spending too LITTLE in Retirement?
John Mason, CFP®, discusses how the risk-averse nature of many Federal Employees can lead to significant underspending in retirement. About…
