Saving for your child’s education can be challenging, but a 529 plan remains one of the most powerful tools available to families looking to prepare for future college expenses. These tax-advantaged accounts allow investments to grow tax-free, and withdrawals are ... Read More

Inflation and longevity are two challenges facing today’s federal retirees. In this solo episode, Katelyn explains how rising costs and longer life expectancies can impact retirement income—and what federal employees can do now to prepare. Check Out Our Next FERS ... Read More

Federal employees making retirement decisions and families looking at new savings opportunities for children will find plenty to consider in this episode. Dan and Katelyn break down two important topics that could have long-term financial implications. Check Out Our Next ... Read More

Dan and Katelyn discuss two important retirement planning developments affecting federal employees: the USPS FERS funding pause and the enhanced catch-up contribution opportunity available to those ages 60-63. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE ... Read More

Dan and Katelyn discuss two important retirement income decisions: preparing for required minimum distributions (RMDs) and determining whether delaying Social Security benefits until age 70 makes sense. Check Out Our Next FERS Webinar for Federal Employees – REGISTER HERE The ... Read More

In this episode, Katelyn and Dan discuss why federal employees are considering state jobs, outlining benefits, protections, and key trade-offs, then explore apprenticeship opportunities in fields like IT, healthcare, and HR, closing with guidance on eligibility, how to get started, ... Read More

In this episode, Dan reviews key benefit changes in the 2025 reconciliation bill, legal decisions shaping TSP and pensions, and what to watch moving forward. Katelyn highlights why updating beneficiary designations matters, the forms required, and how to avoid common ... Read More

Cryptocurrency is everywhere – and many federal employees are wondering if it deserves a spot in their investment mix. From flashy headlines to bold predictions in finance, digital assets such as Bitcoin and Ethereum have captured the public’s attention. And ... Read More

Cryptocurrency is everywhere – and many federal employees are wondering if it deserves a spot in their investment mix. From flashy headlines to bold predictions in finance, digital assets such as Bitcoin and Ethereum have captured the public’s attention. And ... Read More

President Barack Obama (with help from Congress) launched the Consumer Financial Protection Bureau as part of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010. The goal? To protect consumers from scams, deceptive practices, fraud, and abuse from the ... Read More