Author: Brad Bobb

Brad Bobb is a financial planner with over a decade of experience working with federal employees. He is acutely focused on the financial livelihood of employees who are part of the CSRS or FERS systems. Any federal employee wanting more information about Brad can visit bobbfinancial.com.

4 Things to Know About Your FERS Annuity

By Brad BobbAug 22, 2018 2:23 PM Retirement Leave a comment

Glass jar lying on its side labeled 'retirement' next to a notebook and calculator on a desk depicting annuity/retirement savings

Are you aware of these four key elements of your FERS annuity?

Stop Cleaning Your Car

By Brad BobbJul 18, 2018 2:23 PM | Updated: Aug 22, 2018 7:58 AM Leadership Leave a comment

Do you have a task you don’t like doing that you could outsource? The author explains how delegating can give you more time to focus on more important things.

Is Dave Ramsey Right?

By Brad BobbJun 20, 2018 3:21 PM | Updated: Aug 22, 2018 7:58 AM Retirement Leave a comment

Man staring at a board with multiple drawings of bags of money and question marks depicting questions or confusion about money/personal finance/retirement

What kind of returns can you expect on your long-term investments? One financial advisor takes issue with the advice from Dave Ramsey, a well known financial planner.

How to Avoid the Dreaded Product Sale When Seeking a Financial Advisor

By Brad BobbMay 16, 2018 2:21 PM | Updated: Aug 22, 2018 7:59 AM Retirement Leave a comment

Young couple in a meeting with a financial advisor; the man is reaching across the table shaking hands with her

Do you need a financial advisor? What kinds of advisors are there? The author outlines important considerations for federal employees seeking financial advice.

Choosing the Correct Survivor Annuity Option

By Brad BobbMay 2, 2018 1:53 PM | Updated: Aug 22, 2018 8:00 AM Pay & Benefits, Retirement Leave a comment

$100 and $20 bill on a table with a cutout of a family overlaid on top of the money depicting family/survivor/spousal benefits and insurance coverage

There are three survivor annuity options for FERS employees. The author explains the differences and whether life insurance can serve as a replacement.

Fund	Last	%	YTD
G Fund	$19.8489	+0.01%	+1.33%
F Fund	$21.0225	+0.14%	+0.67%
C Fund	$115.0442	+0.80%	+5.05%
S Fund	$108.7748	+0.15%	+8.33%
I Fund	$61.2102	+0.63%	+10.30%
L Income	$30.1251	+0.20%	+3.02%
L 2030	$60.7955	+0.38%	+4.64%
L 2035	$18.6172	+0.44%	+5.31%
L 2040	$71.6136	+0.48%	+5.65%
L 2045	$19.8702	+0.51%	+5.94%
L 2050	$44.1426	+0.55%	+6.24%
L 2055	$22.9924	+0.65%	+7.29%
L 2060	$22.9897	+0.65%	+7.29%
L 2065	$22.9869	+0.65%	+7.29%
L 2070	$13.6240	+0.65%	+7.29%
L 2075	$11.9006	+0.65%	+7.29%
Get detailed TSP data at TSPDataCenter.com

Brad Bobb

Author: Brad Bobb

Contact Brad Bobb