Federal Benefit Advisory


The Importance of Self-Management by Rebalancing If you’re going to use the individual TSP funds to build your portfolio, you’ll want to rebalance periodically. Rebalancing is the process of bringing your portfolio back into line with the overall allocation you want to maintain based on the level of return and risk you’re targeting. The longer …


Federal Benefit Advisory

Your Beneficiary and Considerations

The designated Beneficiary, may be the most overlooked, misunderstood and even neglected important retirement detail and we often see this given the least consideration in retirement planning. If you don’t plan right, it could cost thousands of dollars, it may hold up needed funds for a period, perhaps a long time, or may not reach …

Your Beneficiary and Considerations Read More »

Federal Benefit Advisory

Beef Up Your Retirement

In planning for retirement, of course, we all want the highest possible retirement income possible. If you are able or willing, here are few suggestions for the long term planning:

Federal Benefit Advisory

Common Problems When Applying for Retirement

The day has arrived, you will be submitting your SF-3107 for retirement. The moment arrived faster than you anticipated, so you rushed through the process. Before you turn it in to HR, look it over and consider the following common mistakes: It is important that you meet a planner knowledgeable with the federal syste,