Do Your Parents Have a Medical Emergency Grab and Go Checklist?
It is important to have a checklist of medical related items for use during an emergency. These are some items to include.
Estate Plan
2022 Year End Financial Checklist
As 2022 draws to a close, this is a good time of the year to review your financial plan.
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.
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.
