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Avoid common errors (TSP matching, Roth/TSP pitfalls, early Social Security claiming) that can drain retirement savings. Learn what those mistakes mean for your balance. Studies show federal employees who plan with an advisor can unlock up to $18,000 more in lifetime benefits (see Annuity.org Retirement Stats)
Let’s Start With a Free ConsultationFeb 10, 2025
Retirement on Shaky Ground? The Impact of Federal Buyouts
But with the wave of federal buyouts sweeping across agencies, many federal employees and retirees are left wondering about the next.
Read MoreFeb 10, 2025
Trump Child Tax Credit 2025 - The Future of the Child Tax Credit During Trump's Presidency
Under Code Section 24, taxpayers may claim a credit for each "qualifying child," with phaseouts applying at certain income levels.
Read MoreFeb 7, 2025
120 Hour Workweek, Buyouts & Burns: Is 'Doge' Sinking Your Financial Planning?
As we enter a new era of government reforms, changes are sweeping across various federal agencies, impacting not only the way the government operates but also how federal employees approach their financial planning.
Read MoreFeb 4, 2025
Annuity vs 401(k): Which is Right for Your Retirement?
When planning for retirement, you’re faced with an overwhelming number of decisions about how to save, invest, and ultimately draw income during your retirement years. Two commonly discussed options are annuities and 401(k) plans.
Read MoreFeb 3, 2025
Retirement Planning Boomer Mistakes - (and How to Avoid Them)
Retirement: a time for relaxation, travel, and cherished moments with family. But for many Baby Boomers and seniors, this golden chapter can be overshadowed by unexpected financial challenges.
Read MoreJan 31, 2025
At What Age Can i Withdraw From TSP Without Penalty
The Thrift Savings Plan (TSP) recently announced that account holders are no longer required to wait 30 days between withdrawal requests. This change is part of the ongoing implementation of the TSP Modernization Act of 2017, which allowed participants to make withdrawals more frequently than before.
Read MoreJan 30, 2025
TSP Investment Advice: Smart Strategies for Federal Employees
The Thrift Savings Plan (TSP) is one of the most valuable retirement savings tools available to federal employees and uniformed service members.
Read MoreJan 28, 2025
Tax Refund Schedule 2025 - When Should I Expect My Tax Refund in 2025?
The IRS generally starts accepting tax returns in late January. If you file electronically and choose direct deposit, you could receive your refund within 21 days.
Read MoreJan 27, 2025
How to Withdraw from TSP While in Service
The Thrift Savings Plan is a good retirement savings vehicle for federal employees and members of the uniformed services.
Read MoreJan 23, 2025
Blue Cross Blue Shield Basic vs Standard
Blue cross blue shield basic vs standard plans are both health insurance options, but they have key differences in terms of coverage, costs, and out-of-pocket expenses. Here's a breakdown:
Read MoreJan 22, 2025
2025 Merit Increase Projections: A Comprehensive Guide for Federal Employees
As 2025 approaches, federal employees and professionals across various industries are eager to understand how merit increases will shape their financial futures.
Read MoreJan 22, 2025
Federal Employees Health Benefits Open Season
Open Season for federal employees and retirees presents a valuable opportunity to review current health coverage, explore different options, and make informed decisions about future benefits.
Read MoreDownload Federal Retirement: Step-by-step Checklist
This comprehensive guide will help you understand your federal benefits, optimize your savings, and plan for a comfortable future.
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