by Gary Raetz | Aug 8, 2016 | Retirement
Did you know that you’re one of the wealthiest people in the world? You might not think so. According to the Global Rich List, which uses World Bank data and global wealth statistics, an American earning an annual salary of $75,000 falls into the top .11 percent in...
by Gary Raetz | Aug 2, 2016 | Retirement
Are you currently retired and drawing Social Security benefits? Or are you planning to retire in the next few years, and carefully watching news on Social Security? Either way, we have to share what might be disappointing news for you, but it’s important to keep...
by Gary Raetz | Jul 25, 2016 | Retirement
Federal employees are fortunate to enjoy a three-tiered retirement plan. Once you retire, you will draw income from Social Security, your pension, and withdrawals from your Thrift Savings Plan (assuming you chose to contribute to it). In some ways, you’re more...
by Gary Raetz | Jul 18, 2016 | Retirement
You might already know that a good life insurance policy is one of the best ways to protect your family. However, what exactly is a “good” life insurance policy? There are so many options out there, it’s easy to make a mistake when choosing your provider or plan. A...
by Gary Raetz | Jul 11, 2016 | Retirement
Last fall, Congress made waves in the retirement planning world, when they brought an end to a long-standing loophole that allowed a popular Social Security strategy called “file and suspend”. The strategy, commonly used by couples to maximize their benefits, has now...
by Gary Raetz | Apr 18, 2016 | Retirement
Federal employees enjoy terrific retirement benefits, but you still face difficult decisions. One of the hardest decisions involves setting your target retirement date. Many different factors will influence this decision, and some of them are highly personal in...
