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When Can I Retire? How Federal Employees Can Stop Competing in the Income Olympics
Do you know if you’re ready to retire, or are you just guessing? If you’re a federal employee running the numbers every year and still not sure where you stand,…
Education
FEFP: Demanding Fiduciary Excellence & What That Means (EP50)
Have you ever wondered about the fiduciary responsibility in financial planning, especially as a federal employee seeking financial guidance? About… Continue reading
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… Continue reading
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… Continue reading
FEFP: We Actually Review. Beyond the Request: Adding Value (EP49)
Why do we ask you for so many documents to put together your financial plan? About the Episode: •What we… Continue reading
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… Continue reading
COLA Danger – Your Cost of Living Adjustment May be Delayed !
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates reviews Federal pension cost of living adjustments (COLAs) and situations in… Continue reading
The TRICARE For Life Medicare Advantage: Rethinking Options (EP48)
Plan for your retirement effectively through understanding your Medicare options. About the Episode: •What TRICARE For Life is •How to… Continue reading
What Beneficiary Form!?
John Mason, CFP®, discusses the need for Federal employees to understand beneficiary forms that may have been completed decades ago…. Continue reading
FEHB: Shifting Landscape of Medicare, FEHB, and Part D (EP47)
Understanding the Medicare changes can help you plan efficiently. About the Episode: •What the “donut hole” is •Changes to be… Continue reading
