Tag: Estate Plan

Your Complete Financial Checklist for When a Parent Passes Away

June 22, 2020 8:18 AM
Your Complete Financial Checklist for When a Parent Passes Away

Losing a parent is difficult, but knowing how to deal with the paperwork process can help ease the burden.

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How to Make Lemonade from Lemons

How to Make Lemonade from Lemons

The situation with the coronavirus is scary and unprecedented, but these are some planning strategies within your control to help you create a better future.

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The SECURE Act of 2019 Means Big Changes to Retirement Accounts

January 10, 2020 6:04 AM
The SECURE Act of 2019 Means Big Changes to Retirement Accounts

The SECURE Act is a new law that has significant implications for retirement savings. Here are some key points to know about the new law.

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Your Federal Benefits: What Should Your Primary Survivor Do When You Die?

March 7, 2019 3:28 PM
Your Federal Benefits: What Should Your Primary Survivor Do When You Die?

There are important actions your primary survivor needs to take regarding your federal benefits in the event of your death.

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Estate Planning for Federal Employees

June 27, 2018 4:39 PM
Estate Planning for Federal Employees

Do you have an estate plan? It is an often neglected but very important part of financial planning. These are some key components of estate planning.

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Protect Your Family with Important Estate Planning Documents

December 20, 2016 2:22 PM
Protect Your Family with Important Estate Planning Documents

Have you considered what would happen to your loved ones and to your assets after you pass away? Proper planning is important to ensure your wishes are carried out.

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10 Potential Mistakes To Avoid When Considering Retirement

March 27, 2012 9:59 PM

The author outlines ten common mistakes federal retirees should strive to avoid to get the most out of their retirement benefits.

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Do You Have an Estate Plan?

August 3, 2007 7:48 AM

Estate planning is something that most of us intend to do but few of us get around to actually doing it. Perhaps this will give you an incentive to get around to it.

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