The Federal Employee’s Guide to ESG Investing
As interest in sustainable investing grows, many of our Feds have asked how they can align their retirement savings with their personal values. For those who prioritize environmental and ethical…
Required Minimum Distributions and Federal Pensions: A Coordinated Withdrawal Strategy
For our Feds, retirement brings both a steady pension and required minimum distributions (RMDs) — those IRS-mandated withdrawals from your retirement accounts once you reach a certain age. By thoughtfully…
International Marriage, Working Abroad, Taxes, and Benefits: Cross-Border Considerations
Marriage to a foreign national or working abroad can generate many advantages. You could learn about new cultures, viewpoints, and lifestyles. International marital and employment arrangements also generate their share…
Guide to Health Savings Accounts with High Deductible FEHB Plans
Healthcare costs can sometimes throw a wrench in even the best-laid retirement plans. They are unpredictable, often expensive, and can derail financial stability in retirement if not accounted for. Many…
Standing with Federal Employees During Uncertain Times
Many of the recent conversations we've had sound familiar. While we don't have all the answers, we're here to guide you through these changes. Our role now is the same…
Annual Leave Strategy for Feds: How to Turn 12 Days of Leave into 27 Days Off in 2025
For many Feds, extended vacations might feel out of reach, but with strategic planning, they’re easier to achieve than you might think. By planning vacations around federal holidays, you can…
Understanding Special Needs Trusts for Fed Families
Caring for a dependent with special needs comes with many challenges, and preparing for their financial future requires careful planning. Fortunately, programs such as Supplemental Security Income (SSI) and Medicaid…
Explaining TSP Loan Options: When, Why, and How to Use Them Wisely
As a federal employee, your retirement benefits include a Thrift Savings Plan (TSP). This defined contribution arrangement lets you allocate part of your income to indexed mutual funds or Roth…
Federal Benefits Every Caregiver Should Know About
Caregiving is a growing reality for many federal employees, particularly as America’s population ages. According to the Administration for Community Living, 70% of Americans who reach age 65 will eventually…
What You Need to Know About Federal Employee Side Gigs
As a federal employee, you may already earn a great income; however, you might want to increase your earnings. Perhaps you're planning for a special event, considering a dream vacation,…