2023 Personal Tax Planning Guide
This guide will help you as you put together your 2023 tax plan.
Retirement
Stay informed with the latest federal employee retirement news, including updates on FERS and CSRS, retirement eligibility rules, OPM retirement processing, and TSP performance as it relates to long‑term retirement planning. This category covers annual COLA updates, TSP news, survivor benefits, military service credit, retirement application guidance, and major OPM policy changes or federal legislation that could affect federal retirement benefits. Find clear, timely information to help current and former federal employees navigate retirement planning, benefit calculations, and post‑retirement considerations.
Financial Advisors Are Not Veterinarians
Unlike veterinarians, tax and Investment professionals depend upon you to be forthcoming about your financial situation.
Inflation, 2023 Federal Pay Raise, and Declining Wealth As 2022 Winds Down
While the anticipated 2023 federal pay raise is 4.6%, on average, inflation has slowed to an annual increase of 7.1%.
4 More Mistakes That Could Derail Your Federal Retirement
Categories Retirement These are some common ways federal employees can ruin their retirements.
2022 Year End Financial Checklist
As 2022 draws to a close, this is a good time of the year to review your financial plan.
OPM Retirement Backlog Falls to 2022 Low in November
The OPM retirement backlog has fallen to its lowest point so far in 2022 as of the end of November.
Why Fidelity is Wrong About Your Retirement Plan
The author says that Fidelity’s retirement advice is a good starting point, but it misses the mark in some important areas, particularly for federal employees.
Do Your Financial and Tax Professionals Have Succession Plans?
You have a contingency plan in place for your family, but what about your financial advisor and tax planner?
Climate Change, Politics and Your TSP
A new rule from the Department of Labor requires considering climate change when investing retirement assets. Will this impact TSP investments?
Will My Medical Condition Be Accepted for OPM Disability Retirement?
To understand if your medical condition can qualify for FERS disability retirement, you have to know how OPM defines a disability.
