by David Raetz | Jan 9, 2026 | Financial Health, Retirement, Retirement Planning
If you’re a federal employee planning to retire within the next one to five years, the decisions you make now can noticeably shape your financial stability for decades. This final phase of your career is where timing, coordination, and strategic planning matter most....
by David Raetz | Apr 6, 2021 | Retirement, Retirement Planning
A lot goes into retirement planning, and it is essential to know what other details lie beyond the planning process. Some of those items include taxes on income moving forward and properly planning details regarding the legacy for your estate. If you are a federal...
by David Raetz | Mar 8, 2021 | Retirement, Retirement Planning
In January 2021, the Office of Personnel Management retirement backlog hit a new high, rising to 37%. It is typical for many employees to retire towards the end of the calendar year to maximize their benefits. However, the backlog didn’t surge due to an overwhelming...
by David Raetz | Feb 1, 2021 | Financial Health, Market Conditions, Retirement
Throughout the last year and even in the previous month, many changes have happened economically and politically. You may be wondering how your retirement plans or financial health could be affected. Change is inevitable, but it can present opportunities as well....
