Federal agencies keep getting reorganized. The civil service rules that govern your job? They shift constantly, and most employees can't keep up with every change. You're still expected to meet…
The Thrift Savings Plan (TSP) is part of the federal retirement three-legged stool. The TSP is a defined contribution plan, meaning how much you receive depends on how much you…
Retirement volumes are climbing, and processing backlogs leave some federal retirees waiting weeks — sometimes months — for their first check. Bills don't wait, though. You need to understand the…
In this episode, and Katelyn discuss upcoming Social Security updates for 2026 and how federal employees can think strategically about when to claim benefits.
In July 2025, President Trump signed into law Public Law 119-21, commonly known as the One Big Beautiful Bill Act (OBBBA) of 2025. Among the provisions passed into law is…
The Thrift Savings Plan (TSP) G Fund operates differently from anything else in the lineup. It invests in special-issue U.S. Treasuries exclusive to TSP, credits interest daily, and never loses…
The Tax Cuts and Jobs Act of 2017 (TCJA) made two changes to the state and local taxes deduction included as an itemized deduction on IRS Form 1040 Schedule A.…
In this episode, Dan and Katelyn delve into IRS form 5498 highlighting its purpose, when to expect it, and key considerations. They also explore how federal health plans may handle…
Health Savings Accounts (HSAs) came into existence in December 2003 as part of the Medicare Prescription Drug, Improvement, and Modernization Act. Sometimes dubbed the “healthcare IRA,” HSAs allow Feds to…