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Expert guidance on federal retirement planning, tax strategies, and wealth management — written specifically for federal employees and retirees.
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In-depth articles on the topics that matter most to your financial future.
Understanding Your FERS Pension: A Complete Guide
Learn how your FERS pension is calculated, what affects your benefit amount, and strategies to maximize your retirement income as a federal employee.
5 Tax-Free Retirement Strategies for High-Income Federal Employees
Discover five powerful strategies to reduce your tax burden in retirement, from Roth conversions to HSA optimization and tax-free retirement accounts.
The Federal Retirement Checklist: Steps to Take 5 Years Before You Retire
An actionable checklist covering everything from TSP allocation to FEHB enrollment, FEGLI decisions, pension estimates, and more — starting five years out.
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Understanding Your FERS Pension: A Complete Guide
Learn how your FERS pension is calculated, what affects your benefit amount, and strategies to maximize your retirement income as a federal employee.
TSP to IRA Rollover: What Federal Employees Need to Know
Considering rolling your TSP into an IRA? Understand the advantages, drawbacks, tax implications, and step-by-step process before making this important decision.
5 Tax-Free Retirement Strategies for High-Income Federal Employees
Discover five powerful strategies to reduce your tax burden in retirement, from Roth conversions to HSA optimization and tax-free retirement accounts.
FEHB vs Medicare: Navigating Health Coverage in Retirement
Should you keep FEHB, enroll in Medicare, or use both? Understand how these programs work together and the costs and benefits of each option.
Protecting Your Legacy: Estate Planning for Federal Retirees
From FEGLI decisions to beneficiary designations and trust strategies, learn how to protect your assets and ensure your wishes are carried out.
The Special Retirement Supplement: Your Bridge to Social Security
The FERS Special Retirement Supplement provides income between your retirement and Social Security eligibility. Learn who qualifies and how it works.
TSP Fund Comparison: C, S, I, F, and G Funds Explained
A deep dive into each TSP fund — their investment objectives, risk levels, historical performance, and how to build an allocation strategy that fits your timeline.
How to Maximize Your Federal Employee Match in TSP
Don't leave free money on the table. Learn how the 5% TSP match works, BRS vs legacy differences, catch-up contributions, and the Roth vs Traditional decision.
Roth Conversions for Federal Employees: A Tax-Smart Strategy
Roth conversions can save federal employees and retirees hundreds of thousands in lifetime taxes. Learn when it makes sense, the mechanics, and common pitfalls.
Understanding FEGLI: Is Federal Employee Life Insurance Enough?
FEGLI provides valuable life insurance coverage, but costs escalate dramatically with age. Learn all four coverage options, what they cost, and when alternatives make sense.
Social Security Timing: When Should Federal Retirees Claim?
Claiming Social Security at the right time can mean hundreds of thousands of dollars in lifetime benefits. Explore break-even analysis, spousal strategies, and FERS coordination.
The Federal Retirement Checklist: Steps to Take 5 Years Before You Retire
An actionable checklist covering everything from TSP allocation to FEHB enrollment, FEGLI decisions, pension estimates, and more — starting five years out.