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Don’t Make This FEGLI Option B Mistake at Retirement
FEGLI Option B can be great life insurance for federal employees when you’re young, but it gets expensive as you age. Here’s what you need to know. Most federal employees…
Education
The Getting Ready to Retire Checklist
John Mason, CFP®, reviews the important items to consider as Federal Employees are nearing their retirement date. About the Episode:… Continue reading
FEFP: Social Security: Family and Survivor Benefits (EP37)
A financial advisor who truly understands your individual situation will be able to help you apply for Social Security benefits… Continue reading
The BEST Days to Retire as a Federal Employee
John Mason, CFP®, reviews the best days of the month to retire as a Federal Employee under FERS as well… Continue reading
Voluntary Contribution Plan (VCP)- Mega Mega Back Door Roth
Tommy Blackburn, CFP®, CPA, PFS, of Mason & Associates discusses the Voluntary Contribution Plan and the opportunity to contribute a… Continue reading
Don’t Max Your TSP!
John Mason, CFP®, discusses that for some Federal employees contributing the maximum amount allowable to the TSP may not be… Continue reading
Federal Employee Financial Planning: Social Security: Beyond the Basics (EP36)
As a federal employee, you’ve got a lot to look forward to: guaranteed FERS benefits and Social Security, plus a… Continue reading
Don’t Close Your TSP!
John Mason, CFP®, discusses the benefits of keeping the Thrift Savings Plan (TSP) open in retirement. About the Episode: •… Continue reading
Military Survivor Benefits Open Season – Making a Difference
Michael Mason, CFP®, of Mason & Associates discusses the current Open Season which gives Military Retirees the opportunity to buy… Continue reading
FEFP: Social Security: How to Maximize Your Benefits (EP35)
Michael, John, Tommy, and Ben will be shedding light on the complexities of Social Security so that you can plan… Continue reading
