Financial Planning

Financial Planning for Federal Employees

All Articles on Financial Planning

Image for Roth TSP for Participants Over Age 50 (Catch-Up Contributions)

Jul 3

Roth TSP for Participants Over Age 50 (Catch-Up Contributions)

Image for January Jump: The Easy Way to Boost Your TSP Balance

Jul 1

January Jump: The Easy Way to Boost Your TSP Balance

Taxes

Image for Investing for Feds: Key Concerns When It Comes to Structuring Your Portfolio

Jun 25

Investing for Feds: Key Concerns When It Comes to Structuring Your Portfolio

Image for COLAs and pay raises lower than they should be? You have a way to fight back.

Jun 19

COLAs and pay raises lower than they should be? You have a way to fight back.

Taxes

Image for Pay raises, parity, and protection. Info you want that you may have passed by.

Jun 17

Pay raises, parity, and protection. Info you want that you may have passed by.

Image for Combining QCD and Roth Conversion Strategies for Savvy Seniors

Jun 13

Combining QCD and Roth Conversion Strategies for Savvy Seniors

Image for Nearing 65 and considering Medicare options? Maybe it’s time to talk to MA.

Jun 11

Nearing 65 and considering Medicare options? Maybe it’s time to talk to MA.

FEHB/Medicare

Image for Maximizing Wealth Transfer: Smart Strategies for Designating Beneficiaries

Jun 7

Maximizing Wealth Transfer: Smart Strategies for Designating Beneficiaries

Taxes

Image for Recently Released: 2025 Health Savings Account Contribution Limits

May 23

Recently Released: 2025 Health Savings Account Contribution Limits

FEHB/Medicare Taxes

Image for FedLife Podcast: Roth IRA Contributions and the Saver’s Tax Credit

May 17

FedLife Podcast: Roth IRA Contributions and the Saver’s Tax Credit

Taxes

1
2
3
4
5
6
7
8
9
10