#98 Do You Really Need Life Insurance in Retirement?
Listen to the Full Episode: Federal retirees face unique challenges, from income replacement to tax considerations. But what about life insurance needs and survivor benefits?
Social Security & COLA
Questions about social Security and COLA (cost of living adjustment) are among the most common. Let’s go through the basics with Floyd Shilanski, RCF. https://youtu.be/nyIFiN5ClzY
#97 How to NOT Go Back to Work in Retirement, 3 Things You Need To Know
Listen to the Full Episode: Are you ready to retire without looking back? Let’s discuss essential strategies for retirees to ensure they can enjoy a
Potential Consequences of Exceeding The Earnings Limit in 2024 on FERS Supplement
“In mid 2025, I will turn 62, therefore my FERS supplement will stop. I currently work PT not to exceed 2013 earnings limit. However, in
#96 What is The MOST Important Part of Your Pension?
Listen to the Full Episode: There are a lot of complexities in federal retirement benefits and retirement planning. Let’s unravel the key aspects and pitfalls
Can you get a Personalized FERS Benefits Summary?
“Hello, Will OPM issue me a personal FERS Benefits Summary upon request (i.e., similar to the personalized benefit summary issued by Social Security) based on
Loan Options Toward FERS Contributions
“Can I take out a loan towards my FERS contributions? I’m a federal employee and no where close to retirement. Would it work like the
#94 Why is My Retirement Losing Money?
Listen to the Full Episode: Ever wondered why your retirement is losing money despite investment diversification? Join Micah and Christian in our latest episode, where
Health Insurance and Taxes
My husband was retired in May of 2020 at age 65 after 20 years of service with the FBI. We kept our health, vision and
#93 Your 2024 Retirement Planning Guide
Listen to the Full Episode: As the holiday season ends, it is important to take action about our retirement plans and talk about the changes
Annual Leave Payout and Earning Limitations
”If I receive 26k in annual leave payout does that count against the earnings limit of my supplement? Also what about the money I made
Follow Up Friday – The Crucial Must-Do’s in Estate Planning
Listen to the Full Episode: Listen to this week’s recap episode with Sierra Steele and learn about estate planning documents for federal employees and the