Federal Employee Information Partnership
“Ain’t getting any better soon” It doesn’t take a PhD in Economics to understand the economy today. Oh, we hear the news, “Jobs Look Good”, “Inflation is under control”, “the market is up”, now let’s listen to the people: “I have to tap into my credit card too often”, “I can hardly afford to drive
In my 30 years working with federal employees, I have heard it all. At times, I feel I am thought of as Father Confessor. It makes me feel good when someone says they love their job, but my heart grieves for those that hate their job and are desperate to retire. Retirement is the only
Designating a Beneficiary When you were hired, you designated your beneficiaries to receive your life insurance benefits and survivor benefits. However, life goes on and as life changes, and people may come and go, new additions, a review of all designated beneficiaries are a must in terms of smart planning, when life changes occur. When
So, you are divorced, your ‘ex’ married a rich guy with 7 gas stations, and she will still receive half of your retirement annuity and TSP, because you never changed the beneficiary to your new wife. Perhaps the kids are listed as FEGLI beneficiaries, except poor Teddy, who was born after your last beneficiary review.
What in the world is a coordinated retirement plan? When was the last time you heard of a doctor, a financial planner, a lawyer or a real estate agent getting together to coordinate their planning efforts for a client they all serve? When you think about it, all of these elements have an impact on
Retirement planning involves making some very important decisions regarding your federal pension benefit, Thrift Savings Plan investments and Social Security. This week, I’d like to focus on the last of these, because it includes a variety of benefits, each with a specific time frame for claiming and unique rules regarding payouts. and each comes with its
“Ain’t getting any better soon” It doesn’t take a PhD in Economics to understand the economy today. Oh, we hear the news, “Jobs Look Good”, “Inflation is under control”, “the market is up”, now let’s listen to the people: “I have to tap into my credit card too often”, “I can hardly afford to drive
In my 30 years working with federal employees, I have heard it all. At times, I feel I am thought of as Father Confessor. It makes me feel good when someone says they love their job, but my heart grieves for those that hate their job and are desperate to retire. Retirement is the only
Designating a Beneficiary When you were hired, you designated your beneficiaries to receive your life insurance benefits and survivor benefits. However, life goes on and as life changes, and people may come and go, new additions, a review of all designated beneficiaries are a must in terms of smart planning, when life changes occur. When
So, you are divorced, your ‘ex’ married a rich guy with 7 gas stations, and she will still receive half of your retirement annuity and TSP, because you never changed the beneficiary to your new wife. Perhaps the kids are listed as FEGLI beneficiaries, except poor Teddy, who was born after your last beneficiary review.
What in the world is a coordinated retirement plan? When was the last time you heard of a doctor, a financial planner, a lawyer or a real estate agent getting together to coordinate their planning efforts for a client they all serve? When you think about it, all of these elements have an impact on
Retirement planning involves making some very important decisions regarding your federal pension benefit, Thrift Savings Plan investments and Social Security. This week, I’d like to focus on the last of these, because it includes a variety of benefits, each with a specific time frame for claiming and unique rules regarding payouts. and each comes with its
Thursday, July 25th
Noon – 12:45 p.m.
Thursday, August 8th
Noon – 12:45 p.m.
Our free “14-page report” will illustrate your stand-alone & combined Pension, Social Security and TSP options & other income for any age & time you select.