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Retirement Planning

Retirement Planning

Why You Should Retire Poor (on Paper)

https://youtu.be/cNYB9jzuGnY Being poor is not fun but looking poor to the government can be really helpful in retirement.  Afterall, the government only cares about a few things so it is very possible to be very well off without the IRS seeing it (completely legally).  Invisible Net Worth The IRS rarely Read more…

By dallenhaws4, 3 years3 years ago
Retirement Planning

4 Most Important Assets in Retirement

https://youtu.be/v8bTIXYEI8E We all know that the TSP is important in retirement.    But there are 4 other assets that are often overlooked but are key factors in having a great retirement.    Afterall, I don’t know anyone that wants just an “okay” or “average” retirement.    I certainly want an Read more…

By dallenhaws4, 3 years2 years ago
FEGLI

Good FEGLI Alternatives

https://youtu.be/CVJp7_8gpm8 FEGLI is great until you look at the price tag.    As you age FEGLI (option B) sky rockets in price.   So is FEGLI the best option for you?   Here are some of the best alternatives.   P.S. You can use this calculator to see how your Read more…

By dallenhaws4, 3 years1 year ago
Retirement Planning

Should I Move My Money Out of the TSP Once I Retire?

https://youtu.be/1_Q7nSqsPnk Should I Move My Money Out of the TSP Once I Retire?   But the TSP has come a long way.    It isn’t perfect but it is a lot better.    But are there still some reasons to pull your money out of the TSP?   For The Read more…

By dallenhaws4, 3 years3 years ago
Estate Planning

7 Things Happy Retirees Do (That Cost $0)

https://youtu.be/cz3oCcaweoU An amazing and happy retirement is 20% money and 80% everything else.    Getting your money right is a great start but you certainly can’t stop there.    Here are 7 things that happy retirees do (most of which cost $0).    Get Organized   The happiest retirees have Read more…

By dallenhaws4, 3 years1 year ago
Estate Planning

The Worst States to Die In (Death Tax)

https://youtu.be/OzbsSFc3kaU Some states are expensive to live in and some are expensive to die in.  But before you get too sad about it, most of you probably won’t owe any death taxes.  But some of you will. It depends on where you live and how much you have.   What Read more…

By dallenhaws4, 3 years1 year ago
Retirement Planning

 5 Things Federal Retirees Wish They Knew Before Retirement

https://youtu.be/Zi8UQ_QbOu4 “I wish I would have known!” These six words are never fun to say 🙂 But after today, you won’t have to say them (at least when it comes to retirement). Here are 5 things Federal Retirees wish they’d known before retiring.   You are Only 63 Once Age Read more…

By dallenhaws4, 3 years3 years ago
Retirement Planning

3 Dumb Reasons to Retire this Year

https://youtu.be/CNbVExRrvWs When it comes to retirement I’ve seen it all.  The good, bad, and the ugly.  And I’ve noticed some trends that I can’t ignore.  It seems that those that retire because of these 3 things tend to have more issues in retirement. 

By dallenhaws4, 3 years3 years ago
Estate Planning

The Ultimate FERS Retirement Checklist at 10, 5, 3, and 1 Years from Retirement

https://youtu.be/CznfAWU29xs Retirement planning can be stressful.    There is so much info/noise out there that it is hard to know what to actually do.    That is why we created the ultimate retirement checklist outlining exactly what you should be thinking about 10, 5, 3, and 1 year before retirement.  Read more…

By dallenhaws4, 3 years1 year ago
Retirement Planning

The Crazy Retirement Rules for Customs and Border Protection Officers

https://youtu.be/8Sd95n8wvEE Summarized Bullet Points   CBP Officers hired after 7/06/2008 are normal Special Provisions Explain normal Special Provision Retirement eligibility Mandatory retirement age is when you hit both 57 and 20 years Not all CBP employees are special provisions “Whose duties include activities relating to the arrival and departure of Read more…

By dallenhaws4, 3 years2 years ago

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