Do You Really Need an Estate Plan?
The author lists reasons why you would need an estate plan as well as how to go about creating one.
Estate Plan
Leaving Your Legacy: How to Help Your Loved Ones Maximize Your Federal Benefits
Having a legacy plan is important in caring for your loved ones. These are some considerations for federal employees.
Tax Loss Harvesting: A Lesson to be Learned from Trump’s Taxes
Tax loss harvesting is an important technique that should not be overlooked in your financial plan to maximize your long-term retirement savings.
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.
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.
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.
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.
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.
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.
10 Potential Mistakes To Avoid When Considering Retirement
The author outlines ten common mistakes federal retirees should strive to avoid to get the most out of their retirement benefits.