https://youtu.be/CzkkkOzHARE Federal employees have access to complex benefits like the Thrift Savings Plan (TSP), FERS or CSRS pensions, FEGLI, and more. A generic financial advisor might not know how to maximize these tools—or could even steer you in the wrong direction. So how do you find someone who’s the Read more…
https://youtu.be/ANnFuVaNAiI You’ve worked hard to earn your benefits—now it’s time to make sure you keep more of them. After working with thousands of federal employees over the years, one of the biggest regrets we hear is, “I wish I had started these tax-saving strategies earlier.” The good news? Whether you’re Read more…
https://youtu.be/2hWCgU7QjlY As a federal employee, you’ve dedicated years or even decades of service to your country, and along the way, you’ve built a significant nest egg through your Thrift Savings Plan (TSP), pension, and other benefits. But as many of the federal employees we’ve worked with have learned—often too late—saving Read more…
https://youtu.be/7ZhEDkDpLtc For many federal employees, the question of whether an $800,000 TSP (Thrift Savings Plan) balance is sufficient for a secure and comfortable retirement is a critical consideration. While this is a substantial sum, determining if it will meet your financial needs throughout retirement depends on a variety of factors, Read more…
https://youtu.be/bu1lzwPHgz0 Federal employees often hear about the fantastic benefits they receive, but many of these benefits are underutilized simply because they are not fully understood. In 2025, the core benefits available to federal employees can be powerful tools for building a secure retirement, but only if they are maximized correctly. Read more…
https://youtu.be/FwOVp3t1TJ0 The million-dollar question is this: How can you ensure that your retirement is not just secure today, but will hold up for the long term? This is a critical consideration, as a long, happy, and healthy retirement can bring the risk of your money running out or losing value Read more…
https://youtu.be/PUrwYczGXTA Federal employees in 2025, this year has brought an unprecedented wave of VERA (Voluntary Early Retirement Authority) offers, and many of you might be considering taking advantage of this unique opportunity. But the critical question remains: Is a VERA as good as a normal retirement? The short answer is Read more…
https://youtu.be/OMQX8MShu-U Retirement is one of the most significant transitions in life, especially for federal employees who have dedicated decades to public service. Yet, despite the many resources available, myths and misconceptions about retirement planning are still surprisingly common. If you’re a federal employee looking to retire comfortably, it’s critical to Read more…
https://youtu.be/R_gsSBBINEg It can be very difficult to know whether you are ready for retirement as a federal employee. How do you figure out if it’s the right moment to walk out the door, and start a new chapter? This is a deeply personal decision, and while there are countless individual Read more…
https://youtu.be/7tOtSOJFqm0 Federal employees, listen up. If you’ve been in the game for a while, you might have noticed a troubling trend: as a group, federal employees often receive terrible financial advice. Whether it’s from financial planners, coworkers, or even those teaching retirement trainings at agencies, the guidance you get is Read more…
