Now that we're into the 2026 plan year, you're likely noticing changes to your Federal Employees Health Benefits (FEHB) coverage. FEHB 2026 gender-affirming care coverage now includes exclusions for certain…
IRS Form 5498 (IRA Contribution Information) is vitally important for individuals who own any type of Individual Retirement Arrangement (IRA). The Form 5498 is completed by every IRA custodian meaning…
You've probably seen the headlines. Social Security is running out of money. Medicare trust funds are depleting. Benefits cliffs looming. It's enough to make anyone nervous about retirement.
Dan and Katelyn break down the key rule changes converging in 2026 and the essential planning moves federal employees should be reviewing now, from SECURE Act 2.0 updates to Social…
Every year, thousands of federal employees forfeit annual leave. The leave does not disappear because people want to work more. It disappears because the leave year ends and the use-or-lose…
Guaranteed income for life appeals to many Feds. A Thrift Savings Plan (TSP) annuity converts part of your account into a monthly payment that lasts as long as you do.
For many Thrift Savings Plan (TSP) investors, the C Fund has become the default choice. It mirrors the S&P 500, captures the largest U.S. companies, and carries a long history…