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....
by Benchmark Financial Group | Aug 25, 2020 | Retirement, Retirement Income
You’re not alone, and with retirement being around the corner, it’s time to take a closer look at the numbers. You’ve worked your whole life to get here, and you may be wondering if your financial situation will significantly change once you decide to leave the...
by Gary Raetz | Mar 9, 2020 | Miscellaneous, Retirement
If you’re a federal employee who appreciates your healthcare program, you might be happy to learn that you can indeed continue your Federal Employee Health Benefits (FEHB) into retirement. This provision, available to federal employees, is unlike most healthcare...
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...
