Divorce and Your Pension

Divorce and Yout Pension

“I am in the process of divorcing (prior to my federal retirement). I am considering agreeing to providing my soon to be ex-spouse partial survivor annuity and he is agreeable to paying the 5% penalty. If he pays me the penalty fee each month, am I made whole or am I at a disadvantage some […]

Ep #25: Why Life Events Matter

It’s the little details that can really trip you up, so Tammy and Micah share specific areas and situations they’ve noticed clients having trouble with and how you can avoid those issues. As the title hints, life events are a key area where many people do not do enough planning or strategy and in the […]

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