Retirement Planning

What’s really going on with Social Security? Here’s what the latest numbers say

Benefits won’t disappear in 2033, but the clock is ticking. Here’s what federal retirees need to know.

Retired and confused about Medicare Part B? You’re not alone

From late penalties to premium reimbursements, here’s what every retired fed should understand about enrolling in Medicare Part B—and how it works with your FEHB plan.

Think you're ready to tap your TSP? Here's what you might be missing

Before touching your Thrift Savings Plan funds, make sure you understand the rules—and the risks—you might not have planned for.

The ‘new deal’ for federal retirement: What the latest FERS proposals really mean for your benefits

Federal retirement has been a hot topic on Capitol Hill lately, with proposed changes sparking plenty of questions. Here’s a look at what’s on the table now.

Answers to some of your frequently asked questions about federal retirement

If you're thinking about retiring from federal service, here's what you need to know first.

Getting ready to retire 

What you should do and how you should approach your retirement and health benefits planning before leaving federal service.

Let’s talk about Social Security

How do Old-Age and Survivor Insurance benefits fit into your retirement plans?

A crash course in retirement planning

Let's revisit my tips and resources for transitioning from employee to annuitant.

Look before you leap from the TSP 

For federal employees weighing whether to leave the TSP, five certified financial planners offer their insights on what to be aware of and what flexibilities lay in the private markets.

Now or Later 

For federal employees trying to weigh whether to retire in the current climate, there are a few things to consider for a sound night's sleep.

Too young to retire? What to know about early retirement offers

If you're one of the many federal employees being offered early retirement but are still years away from your Minimum Retirement Age, you may be feeling uncertain and anxious about whether to accept the offer now or wait to see what unfolds.

Taxes and the TSP

With many federal employees unexpectedly losing their jobs, now is a good time to review some essential tax rules.

Women, money and retirement

For Women’s History Month, lets talk about some of the statistics around women, savings and assets.

Need fast cash? A TSP loan may be the answer

While not ideal, it is an option available to federal employees who need financial help.

Anything but boring 

A flurry of firings and RIFs has many federal employees looking for answers when it comes to retirement planning.