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....
by Gary Raetz | Jan 20, 2020 | Financial Health
If you’ve resolved to reduce debt or save more in 2020 (or preferably, both) you might know that analyzing your budget is not easy. We all purchase a number of goods and services each month, and it can be difficult to keep track of all of them. One way to tackle this...
by Gary Raetz | Jan 13, 2020 | Financial Health, Retirement
Federal employees already know that they will potentially draw income from three separate streams in retirement; their pension, Social Security, and withdrawals from the Thrift Savings Plan will provide income security for most. But like everyone else, income taxes...
by Gary Raetz | Sep 9, 2019 | Financial Health
We talk a lot about saving for retirement, but let’s shift gears and discuss what happens after you retire. How do you spend your money wisely? Budgeting is a complicated topic, and we can’t cover everything in one blog. But in general, we’ve found that many retirees...
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...