It is beneficial to submit a “healthy†application to help speed up the processing of your retirement application. All questions must be answered, all appropriate boxes ticked, and all places needing initials must be initialed on such an application, which is “a complete, origi…
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…
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…
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 …
The Ultimate OPM’s FERS Retirement Timetable
Are you thinking about retiring from your federal job? Congratulations! You’ve dedicated a long career to public service, and now it’s time to reap the rewards of that fantastic benefits package you’ve heard so much about….