Author: STWS

As the year comes to a close, now is the perfect time to take stock of your financial situation and set the stage for a successful year ahead.

Dan and Katelyn dive into discounts and deals available to federal employees, sharing helpful websites to find the latest offers on everything from everyday items to big-ticket purchases like travel.

Dan and Katelyn review the updated IRMAA brackets and TSP contribution limits for 2025, covering the new thresholds and breaking down contribution limits by age group.

Dan and Katelyn discuss military buyback, including deposit percentages for CSRS and FERS, timing, and benefits like higher annuity payments, as well as Health Savings Accounts (HSAs), covering their advantages,…

Dan and Katelyn discuss updates on federal benefits for same-sex couples, including retroactive survivor benefits and key topics like FEGLI, TSP, and estate planning. They also cover the Social Security…

Dan and Katelyn discuss the PSHB program, designed for Postal Service employees, retirees, and their eligible family members. They outline the program's key features and Maximus's role in supporting its…

Katelyn and Chelsea discuss mid-career retirement planning for women, offering strategies to support a successful retirement during various life events, including after career breaks. They also explore Donor-Advised Funds (DAFs)…

Ed and Dan explore essential Original Medicare topics, including the Hospital Insurance Tax, how income impacts Part B premiums, and the benefits of enrolling in Original Medicare.

With open season underway, Ed and Dan review the different FEHB health plan types and options. They delve into PPOs, PPOs with FFS, HMOs, HDHPs with HSAs, and CDHPs with…

In this engaging second installment, we dive deeper into the essential factors to consider when contemplating a second residence in retirement. Discover the key benefits and potential drawbacks, and gain…