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Retirement Planning

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
Retirement Planning

3 Real Reasons to Retire This Year

https://youtu.be/P-yK6m8VrVM

By dallenhaws4, 3 years3 years ago
Retirement Planning

When You Should Stop Saving for Retirement

https://youtu.be/o9LOStjS18U

By dallenhaws4, 3 years2 years ago
FEHB

The Biggest Hole In Your Retirement Plan. This changes everything

https://youtu.be/t57NyNoVDRw Understanding Long Term Care and Insurance: What You Need to Know As we get older, the likelihood of needing long-term care increases. According to the U.S. Department of Health and Human Services, about 70% of people over the age of 65 will need some form of long-term care during Read more…

By dallenhaws4, 3 years3 years ago
Retirement Planning

How to Make Your TSP Last

https://youtu.be/3UGU0wLaPPM Here are 3 of the most commonly feared things:   -Public Speaking -Heights -Going to the Dentist   But for retirees, this next thing is often at the top of the list:   Running out of money   Scary stuff.    But that nightmare doesn’t have to be your Read more…

By dallenhaws4, 3 years2 years ago
FEHB

Is Blue Cross Blue Shield Really the Best Plan for You as a Federal Employee?

https://youtu.be/_XEZvECkE5Y After talking with thousands of federal employees there is one thing that most feds have in common: Blue Cross Blue Shield.   My best estimate is that between 6-7 out of 10 federal employees are covered by Blue Cross Blue Shield.   That is a crazy high number!!   Read more…

By dallenhaws4, 3 years2 years ago

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