Avoiding the Common Financial Planning Mistakes Made By Federal Employees
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Most federal employees don’t realize they’re making costly planning mistakes until it’s too late to fix them. Small missteps with your TSP, survivor benefits, or Social Security timing can quietly reshape what retirement looks like for you and your family.
In this webinar replay, John Mason, CFP®, and Tommy Blackburn, CFP®, CPA, PFS, walk through the most common and most expensive mistakes federal employees make when planning for retirement, and exactly what to do instead. Whether you’re five years out or already thinking about your separation date, you’ll walk away with clarity on where gaps might exist in your plan.
Here’s What You’ll Learn
What You’ll Learn
- The FERS and TSP planning mistakes that quietly cost federal employees thousands of dollars
- How misunderstanding your survivor benefits and FEHB options can put your family at risk
- The Social Security and Medicare timing errors that are hard to undo
- What to do differently to protect your retirement income and make confident decisions
Built on Four Decades of Experience
Mason & Associates has spent more than 40 years helping federal employees and their families navigate retirement decisions. We have sat across the table from couples facing this exact choice — and we have never had a surviving spouse regret electing full survivor benefits.
This guide reflects what we have learned from real client outcomes, not theory.
Fee-Only. Fiduciary.
Mason & Associates is a fee-only Registered Investment Advisor specializing exclusively in financial planning for federal employees. Our team includes CFP®, CPA, and Enrolled Agent credentials with more than 100 years of combined experience.
Webinar Replay
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