Guidance for Beneficiaries of Federal Annuitants – Part I
One of the unfortunate life events that individuals experience at some point of their lives is the death of a loved one – a parent, sibling, child, or a spouse.
Combining QCD and Roth Conversion Strategies for Savvy Seniors
Working with Feds for as long as we have here at Serving Those Who Serve, we know firsthand that as people age, making strategic decisions around finances and legacy planning…
The Fed15 Podcast: FERS Annuity Supplements and Life Insurance
Katelyn and Jen delve into the intricate details of the FERS survivor annuity supplement and explore the complexities of life insurance policies.
Understanding PSHB Program
The Postal Service Reform Act of 2022 (PSRA) created a new group-sponsored health insurance plan, the Postal Service Health Benefits (PSHB) program.
Nearing 65 and considering Medicare options? Maybe it’s time to talk to MA.
What feds need to know about Medicare Advantage plans.
FedLife Podcast: Understanding COLAs for CSRS, CSRS-Offset and FERS
Cost-of-living adjustments for federal retirees: Social Security COLA, CSRS COLA, and COLAs for CSRS-offset and FERS
Maximizing Wealth Transfer: Smart Strategies for Designating Beneficiaries
How to maximize your wealth transfer, smart strategies for estate planning and designating one’s beneficiaries.
TSP Funds All Have Positive Month After April’s Dip
Thrift Savings Plan Monthly Update for May 2024, by Jennifer Meyer, CFP®, ChFEBC℠, AIF®
The Fed15 Podcast: What Are the Best Federal Agencies to Work For?
Dan and Chelsea go over the complexities of the FEHB handbook and then review what federal employees say are the best US government agencies to work for.
Top Five Mistakes Feds Make When It Comes to Life Insurance
• Whether we’re talking about FEGLI or life insurance attained outside of the federal program from a private provider – federal employees will want to dodge these mistakes!