Author Archive
Pay & Benefits
The sunsetting of the Tax Cuts & Jobs Act: What federal employees need to know
COMMENTARY | Learn about the potential changes and start planning now to mitigate any adverse effects on your financial situation.
Pay & Benefits
The importance of a federal employee 'love letter'
COMMENTARY | This gesture of love and care for your beneficiaries can be a great resource after you are gone.
Pay & Benefits
How to use the ‘Bucket Strategy’ to optimize your retirement savings
COMMENTARY | There are ways to strategically withdraw money in retirement to make your funds last longer.
Pay & Benefits
The pitfalls of single-solution financial advisors
COMMENTARY | There is an increasing trend of companies advertising themselves as financial advisors or benefits centers targeting federal employees. Here’s how to find a holistic financial planning partner.
Pay & Benefits
Estate planning for federal employees: Maximize benefits and minimize taxes
Make sure to review and update your estate plan regularly to reflect changes in your financial situation and personal circumstances.
Pay & Benefits
Election years and the TSP
COMMENTARY | Investing during election years is an exercise in not letting your emotions drive your decisions, says one financial advisor.
Pay & Benefits
When do Roth conversions make sense for your retirement funds?
Paying federal taxes now may be better for you in the long run, explains one financial advisor.
