Joint Wills May Not Be the Best Estate Planning Tool For Couples and Others
Two for the price of one in estate planning today may not save you money tomorrow.
Estate Plan
Life Planning Resources About You That Your Family Will Need
These are important federal agency resources to share with your loved ones in the event of a federal employee’s decline or death.
Adjusting Federal Benefits Elections To Meet Your Needs
If you do not specify beneficiaries for your federal benefits, you may find they do not get paid as you would have liked upon your death.
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.
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.
