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Warm Hand or Cold Hand: The Best Way to Think About Giving Money to Your Family
Should you give your money away now or let them inherit it later? This simple saying might change the way you think about wealth, legacy, and what you actually want…
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- Secret Millionaire- the value of federal benefits
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- Videos
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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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Warm Hand or Cold Hand: The Best Way to Think About Giving Money to Your Family
Should you give your money away now or let them inherit it later? This simple saying might change the way…
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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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Don’t Let the Government Control Your Tax Plan! Take Action Today!
John Mason, CFP®, discusses the importance of planning TODAY to control your tax bill in the future. About the Episode:…
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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…
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Hail Mary or Victory Formation? Know the Score!
John Mason, CFP®, discusses the importance of “knowing the score” of your financial plan. About the Episode: • Knowing the…
