Tag: Retirement

The Biggest Problem with Benefits Estimates

Filed in Headlines, News by on July 20, 2014

Many federal employees receive Benefits Estimates when they’re planning their retirement. Getting a Benefits Estimate from your HR can be a helpful place to start, but there is a big problem that most federal employees miss.

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Questions You Should Ask About Your Investments

Filed in News by on July 9, 2014

The Securities and Exchange Commission offers a brochure that is helpful when choosing a financial advisor as well as helping you understand your investments.

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OPM Slowly Reducing Retirement Backlog

Filed in News by on July 7, 2014

The Office of Personnel Management continues its slow but steady reduction of the backlog of outstanding retirement claims.

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CSRS Survivor Annuity Options

Filed in Headline Archives by on June 30, 2014

Check out CSRS annuity options in Jason Visner’s latest video posting.

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What Every Federal Employee’s Financial Planner Should Know About Federal Retirement and Benefits

Filed in News by on June 25, 2014

Federal employees have some unique features to their financial lives. The author looks at some key elements your financial planner must know to guide you effectively.

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At the Brink of an Irreversible Mistake

Filed in News by on June 19, 2014

One federal employee ended up pulling his retirement paperwork before the big day because he almost made an irreversible mistake. He was relying on all the previous benefits estimates he had received from his human resources department, but at the last minute found out he wouldn’t be getting the pension he had expected. Learn from his story and make sure it doesn’t happen to you.

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Retirement Claims Backlog Dips Slightly in May

Filed in News by on June 18, 2014

The Office of Personnel Management was able to make some modest progress in reducing the retirement claims backlog in May.

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Calculating the 2015 Cost of Living Adjustment (COLA)

Filed in News by on June 18, 2014

How much will inflation add to the amount added to your retirement annuity or Social Security payment in 2015? We will not know until sometime in October but here are the latest calculations.

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