Alright, let’s talk about figuring out your federal benefits. Because, let’s be honest, it’s not exactly the kind of thing anyone wakes up excited to deal with. But knowing who to talk to when you have questions? That’s half the battle. So, let’s break it down—no boring jargon, no stiff advice, just...
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Alright, let’s keep it real and talk about survivor annuities—without the boring, stiff explanations. This is one of those things no one likes to think about, but it’s so important. It’s about making sure your loved ones are okay, even if you’re not around. And hey, if you’ve spent years building a ...
Alright, let’s talk about TSP withdrawals—because getting your money out of the Thrift Savings Plan isn’t as simple as, “Hey, I need some cash.” There are strategies, rules, and a whole lot of what ifs involved. So, who can actually help you figure this out without making your head spin? Let’s break...
Alright, let’s talk about who you should actually talk to when it comes to sorting out your retirement benefits and options. Because, let’s be honest, this stuff can feel like trying to put together IKEA furniture without the instructions. And nobody has time for that.
Here’s the deal: Retirement pla...
Let’s chat about federal retirement benefits—specifically, who’s eligible under FERS (Federal Employees Retirement System) or CSRS (Civil Service Retirement System).
If you’re a federal employee, you’ve probably heard these acronyms tossed around, but let’s be real, figuring out what it all mea...
Let’s talk about something most of us don’t think about until it’s breathing down our necks—Required Minimum Distributions (RMDs). I know, not exactly a party topic, but if you’ve got a retirement account like a 401(k) or IRA, you have to deal with them. Don’t worry, I’ll break it down in plain, hum...
Alright, let’s have a real talk about when you should bring in a financial advisor for your retirement planning. No fluff, no lectures, just the stuff you need to know—like we’re chatting over coffee or maybe wine (because retirement planning can feel like a wine topic).
When Should You Call in a Pro...
Alright, let’s dive into something every federal employee has to think about eventually—Medicare. I know, it’s not the most exciting topic. But if you play your cards right, it can save you a ton of stress (and money) down the road. So, let’s chat about when to apply and how to keep things simple.
Wh...
Alright, let’s tackle a big question: When should you start taking Social Security benefits? I know, it’s one of those things that sounds kind of boring at first. But trust me, it’s worth figuring out because we’re talking about your money and your future here.
The Million-Dollar Question: When’s the...
Alright, let’s talk about the Thrift Savings Plan (TSP). Don’t worry—I’ll keep it real and not throw a bunch of boring financial jargon at you. Think of this as two friends chatting over coffee, where one of us (me) is casually nudging you to get your retirement act together.
