Achieving Retirement, needs a sharp pencil and calculator:

Federal Benefit Advisory

Achieving retirement readiness is about both financial and mental preparation. It’s important to make sure you have both areas covered before you make the big move. Here are some tips and resources to help you prepare.

  1. Do your due diligence on financial professionals.
  2. Your budget today and in retirement?
    1. Is your debt structure in line with your dream?
  3. Are you contributing the maximum possible to your TSP?
  4. Considering a Survivor Benefit? what are all of your options?
  5. FEGLI at age 65+, can you afford the premiums?
  6. What have you done in terms of preparedness?
  7. How is your health? Your spouse?
  8. Any obvious road blocks?
  9. Understand the taxes in your state.
  10. Resolve any ghosts in the closet.

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