
Developing a Tax Strategy for a New Retiree
The most significant goal clients discuss with advisors during their professional relationship is retirement. How taxes are paid is an important component…

Common Medicare Open Enrollment Mistakes
Millions of retirees are in the process of Medicare

5 Medicare mistakes you should avoid during open enrollment.
Millions of seniors have already begun the Medicare open enrollment s…

4 Essential Widows’ Social Security Claim Strategies
When deciding how to maximize a widow’s surviving lifetime benefits, financial advisors should follow Reichenstein’s four claiming techniques. The age o…

Eligibility Requirements for the FLTCIP
Long-term care insurance is available through the Federal Long-Term Care Insurance Program (FLTCIP) for federal and US postal employees and active and for…

Top Mistakes you can make with your TSP in a bear market
No two bear markets are the same, and it can be challenging to identify the driving forces in real-time. Because of this, many investors find it challenging to make choices for their portfolios.
Federal employees frequently make these mistakes when dealing with their …