Benchmark Financial Group, LLC Blog

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A Checklist for Spousal Survivors of Federal Workers or Retirees
August 19, 2019

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 part of estate planning….

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9 Strategies That Can Lead to Early Retirement
August 12, 2019

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 following strategies could make a…

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6 Steps That Get You Closer to Federal Employee Retirement
August 5, 2019

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 income and budget. We can help…

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4 Reasons to Claim Social Security Sooner Rather Than Later
July 22, 2019

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 reduction in your monthly checks. Meanwhile, you can actually…

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