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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 pension, TSP, FEHB coverage, and survivor benefit elections are interconnected…
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- Economy & Investments
- Economy & Investments
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- Estate, Legacy & Life Events
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- Federal Retirement Planning
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- Financial Planning Foundations
- Financial Planning Foundations
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
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- Medicare, FEHB & Tricare
- Planning Your Federal Retirement
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- Secret Millionaire- the value of federal benefits
- Secret Millionaire- the value of federal benefits
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- Thrift Savings Plan
- Videos
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Federal Employees – Don’t Forget Your RMD!
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses Required Minimum Distributions (RMDs) within a financial plan. About the…
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Federal Employees – Beware Insourcing Your Financial Plan!
John Mason, CFP®, discusses the do-it-yourself community and the potential pitfalls of insourcing your financial plan. About the Episode: •…
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Creating a Purposeful Portfolio within the Thrift Savings Plan
John Mason, CFP®, discusses the importance of creating a purposeful portfolio within the Thrift Savings Plan. About the Episode: •…
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TSP Distributions Demystified – Know the Tax Consequences Today!
Ben Raikes, CFP®, EA, of Mason & Associates discusses the methods in which funds can be distributed from TSP and…
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Federal Employees – Beware the FERS Retirement Gap!
John Mason, CFP®, discusses the FERS Retirement Gap and how the sometimes lengthy adjudication process can impact your financial plan.…
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The FERS Supplement – Everything You Need to Know!
John Mason, CFP®, reviews the FERS Supplement and how this additional income can benefit Federal Employees. About the Episode: •…
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Federal Employees – DO NOT Decline Survivor Benefits!
John Mason, CFP®, reviews the pitfalls of declining survivor benefits and the true cost of this choice to your financial…
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Thrift Savings Plan Options – Are Lifecycle Funds Right for You?
Ben Raikes, CFP®, EA, of Mason & Associates discusses the investments within the TSP. Specifically, the Lifecycle funds and their…
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Estate Planning Mini-Series – What is a Revocable Trust?
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates reviews the basics of revocable trusts and how they can be…