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Federal Benefit Advisory

YOU’RE RETIRED!  Now what?

Retirement, oh that wonderful pie in the future sky. Once achieved, ‘how is that working out for you?’ Is retirement all that you had planned? After 30 years of retirement planning, we see our successes fade away into the sunset with a wave and a ’Hi-Ho Silver’. Then, in a couple years, the silver lining

Read More »
Federal Benefit Advisory

Phased Retirement

Jeff writes: “I actually love my job, but full time is getting pretty tough, I have heard I can retire and continue working part time? What’s up with that? It would be perfect. Tell me something so I don’t sound stupid when I ask my super.” Jeff D. USPS Jeff, there is a plan, if

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Federal Benefit Advisory

WHAT IS AN ANNUITY?

What is an annuity? Some say it is an income, some say it is a savings instrument and others say it is an investment. The answer, it can be any and all of these. First, lets define annuity. The Romans awarded annuities to their loyal citizens; we might call it a pension now. When a

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Federal Benefit Advisory

Temporary Illness or Disability, Off the Job

I am going to tell you a story. Adam is a good family man, he believes in the traditional family values, and he loves his wife and 3 small children. Like all young marrieds, they struggle with house payments, car payments on the family van and day to day expenses. He is the main bread

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Federal Benefit Advisory

FEGLI Into Retirement For better or worse?

We are asked many times if the employee can carry FEGLI into retirement. The answer is yes, however, a larger question should be; ‘SHOULD YOU CARRY FEGLI INTO RETIRMENT? First, before you make this important decision, you need to clarify, for yourself, three basic things: 1) Is there need? 2. What is the cost? 3.

Read More »
Federal Benefit Advisory

Irreversible Mistakes to Avoid in Federal Retirement Planning

Question: “What are the 3 irreversible mistakes to avoid for federal retirement?” Your question asked for three irreversible mistakes, but the fourth mistake could be the one most important to you, so I will list 10 of the mistakes we see most often. Not having a plan Know your pre-retirement budget and your post retirement

Read More »
Federal Benefit Advisory

YOU’RE RETIRED!  Now what?

Retirement, oh that wonderful pie in the future sky. Once achieved, ‘how is that working out for you?’ Is retirement all that you had planned? After 30 years of retirement planning, we see our successes fade away into the sunset with a wave and a ’Hi-Ho Silver’. Then, in a couple years, the silver lining

Read More »
Federal Benefit Advisory

Phased Retirement

Jeff writes: “I actually love my job, but full time is getting pretty tough, I have heard I can retire and continue working part time? What’s up with that? It would be perfect. Tell me something so I don’t sound stupid when I ask my super.” Jeff D. USPS Jeff, there is a plan, if

Read More »
Federal Benefit Advisory

WHAT IS AN ANNUITY?

What is an annuity? Some say it is an income, some say it is a savings instrument and others say it is an investment. The answer, it can be any and all of these. First, lets define annuity. The Romans awarded annuities to their loyal citizens; we might call it a pension now. When a

Read More »
Federal Benefit Advisory

Temporary Illness or Disability, Off the Job

I am going to tell you a story. Adam is a good family man, he believes in the traditional family values, and he loves his wife and 3 small children. Like all young marrieds, they struggle with house payments, car payments on the family van and day to day expenses. He is the main bread

Read More »
Federal Benefit Advisory

FEGLI Into Retirement For better or worse?

We are asked many times if the employee can carry FEGLI into retirement. The answer is yes, however, a larger question should be; ‘SHOULD YOU CARRY FEGLI INTO RETIRMENT? First, before you make this important decision, you need to clarify, for yourself, three basic things: 1) Is there need? 2. What is the cost? 3.

Read More »
Federal Benefit Advisory

Irreversible Mistakes to Avoid in Federal Retirement Planning

Question: “What are the 3 irreversible mistakes to avoid for federal retirement?” Your question asked for three irreversible mistakes, but the fourth mistake could be the one most important to you, so I will list 10 of the mistakes we see most often. Not having a plan Know your pre-retirement budget and your post retirement

Read More »
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