Retirement

The Earthquake That May Cause a Retirement Tsunami

By on February 4, 2019 in Retirement with 0 Comments
The Earthquake That May Cause a Retirement Tsunami

Could another shutdown be the event that sparks a retirement tsunami? The author explains a potential problem he sees looming.

Continue Reading »

Market Volatility and Sequence of Returns Risk

By on February 2, 2019 in Retirement with 0 Comments
Market Volatility and Sequence of Returns Risk

Are you familiar with Sequence of Returns Risk? It can have a significant impact on your financial plan as you near retirement.

Continue Reading »

Now Is the Time to Seize the Day

By on January 14, 2019 in Retirement with 0 Comments
Now Is the Time to Seize the Day

The author says that our current low tax environment may not last which makes now more than ever the time to utilize proactive tax planning strategies.

Continue Reading »

FERS Disability Retirement: SF 3112A: Applicant’s Statement of Disability

By on January 10, 2019 in Retirement with 0 Comments
FERS Disability Retirement: SF 3112A: Applicant’s Statement of Disability

The Applicant’s Statement of Disability is a critical component of a FERS Disability Retirement application. The author provides an overview of this form.

Continue Reading »

2018 Ends With Higher Retirement Backlog Than the Year Before

By on January 9, 2019 in Retirement with 0 Comments
2018 Ends With Higher Retirement Backlog Than the Year Before

Although December saw fewer incoming retirement applications, 2018 ended with a much higher backlog than the year before.

Continue Reading »

What is the 2019 Maximum Annuity Supplement?

By on January 7, 2019 in Retirement with 0 Comments
What is the 2019 Maximum Annuity Supplement?

Calculating the FERS annuity supplement is a complex process. The author provides an explanation and example.

Continue Reading »

Should Retirees with FEHB Enroll in Medicare Part D?

By on December 18, 2018 in Retirement with 0 Comments
Should Retirees with FEHB Enroll in Medicare Part D?

Retired federal employees may wonder if they should enroll in Medicare Part D with FEHB benefits. Here is an overview of how the two work together.

Continue Reading »

For This Sailor, the New Blended Retirement System is a Safe Bet

on December 17, 2018 in Retirement with 0 Comments
A financial advisor analyzes the current state of a young Navy Corpsman's finances with some suggestions on how he can maximize growing his retirement savings in the Thrift Savings Plan and getting out of debt.

Continue Reading »

FERS Disability Retirement: An Overview of Your Application Package

By on December 13, 2018 in Retirement with 0 Comments
FERS Disability Retirement: An Overview of Your Application Package

The author describes the necessary forms you will need when putting together your FERS Disability Retirement application.

Continue Reading »

How to Increase Your FERS Annuity by 10% for Life

By on December 11, 2018 in Retirement with 0 Comments
How to Increase Your FERS Annuity by 10% for Life

FERS offers robust benefits to federal employees. The author describes how federal retirees can increase their annuity payments in retirement.

Continue Reading »

Top