by Gary Raetz | Aug 19, 2019 | Miscellaneous
After the loss of a spouse, paperwork and phone calls are the last thing anyone wants to deal with. Unfortunately, these things are also a fact of life. If you’re a federal employee or retiree, reviewing your survivor benefits with your spouse will become an important...
by Gary Raetz | Aug 12, 2019 | Financial Health
Many of us would prefer to retire earlier, rather than later. But is that option out of reach for those of us with middle class incomes? Not necessarily! An early retirement might require a bit of sacrifice, and will definitely require some smart strategizing. The...
by Gary Raetz | Aug 5, 2019 | Financial Health
If you’re approaching your expected retirement date in the next few years, you might be wondering what steps you will need to take in the near future. This brief guide will provide an overview of that information for FERS employees. Calculate your expected retirement...
by Gary Raetz | Jul 22, 2019 | Social Security
In the retirement planning world, we understand that everyone has different circumstances. Some retirees need to claim their Social Security benefits right away while others can afford to wait. Claiming benefits early (as early as age 62) can mean a permanent...
by Gary Raetz | Jul 8, 2019 | Miscellaneous
As a federal employee, you know that your annuity will someday comprise a significant portion of your retirement income. But those payments also end when you pass away. So, what would happen to your spouse, if both of you are dependent upon that income, but you are...
