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FERS & CSRS Monthly Annuities: The First Puzzle Piece of the Retirement Benefits Puzzle
Monthly Annuities Your pension, also called a monthly annuity, is the fundamental basis for your overall retirement income. Most federal employees fall under either the Federal Employee Retirement System (FERS) or the Civil Service Retirement System (CSRS). The...
The Retirement Benefits Puzzle
We all look forward to our retirement, but as we approach our last day of work anxiety kicks in. Can I afford to retire? How much money will I receive while retired? What paperwork do I need to fill out? Who can help me? Is there anyone who can do it all? United...
How Thrift Savings Plan Matching Works
Are you taking advantage of Thrift Savings Plan matching? For FERS employees, the matching inside the Thrift Savings Plan is the greatest advantage you have when building your balance. The agency will match a portion of your TSP contributions with the percentage...
What is the difference between Traditional TSP & ROTH TSP?
Although the ROTH option has been available in the Thrift Savings Plan since 2012, I’ve found that most federal employees do not understand how it differs from Traditional TSP and if it could be a part of their retirement plan. In today’s article, we’ll look...
Understanding the Basics of Whole Life Insurance
When it comes to protecting your family with life insurance, many people turn to Whole Life policies for their unique features such as consistent, level premiums for life, the ability to accumulate cash value, and living benefits. Some Whole Life Policies are...
How To Take Control of Your Budget in 2021
By: Ryan Boggus Have you ever taken a look at your bank account and thought, “Where does it all go?!” If so, you are not alone. Most of us never take the time to create a budget or track our spending habits. This can lead to credit card debt, financial penalties,...
5 Things To Consider Before Retiring From Federal Service
There are many factors related to retiring from federal service, and it is never too early to start planning. But where do you begin? 1. When Can I Retire? Congress created the Federal Employees Retirement System (FERS) in 1986, and it became effective on January 1,...
FEHB Checklist for Open Season
By: Ryan Boggus Choosing your health care plan can be a confusing, overwhelming decision. It can be tempting to entirely skip the process, especially if you automatically get rolled into the same plan you had before. But you can significantly simplify your...
Did You Know Your FERS/CSRS Annuity Won’t Automatically Go To Your Family?
Blog Created By: Brandon Bradley Did you know your FERS/CSRS Annuity won’t automatically go to your family? Plan early or pay MUCH more in retirement. Having worked with federal employees for over 24 years, I’ve learned that the vast majority don’t...
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