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What Did People Do, Before Social Security?
March 6, 2018

For many of us, it’s hard to imagine life before the invention of Social Security in 1935. Federal employees, like you, did have a retirement system in place beginning way back in 1920. Once the the FERS system was introduced in 1986, federal employee retirement plans included a greater measure…

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7 Signs of a Smart Saver
February 5, 2018

When is your expected retirement date? Whether you’ll be retiring in just a few years, or you still have a decade or more to go, one thing is certain: Retirement is one life situation for which we all need to plan. So how do you know whether your plans are…

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Don’t Forget About Your Bank Statements!
May 1, 2017

When life gets busy, do you notice a little pile of mail growing on your desk, on the kitchen counter, or on the corner of your dresser? We all have that spot where untended documents tend to accumulate. But if your bank statements often end up in that spot, untouched…

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5 Ways to Simplify Your Finances
March 27, 2017

Modern life seems more fast-paced and hectic than ever. Many of you are longing for more simplicity in your lives, so that you can relax more and worry less. One particular area of concern is probably your finances. It’s tough to keep track of everything, between savings, budgeting, fees and…

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Retirement Planning Doesn’t Have to Be a Drag!
March 13, 2017

Ask someone to picture themselves in the distant future, and they will find it difficult to do. Sure, we can think about this summer’s vacation or maybe next year’s move to a new house, but most of us can’t really see ourselves ten or twenty years from now. Research has…

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Are You Considering a Move in Retirement?
February 20, 2017

Unlike some industries, federal employees can be fairly well tied to a specific community during their working years. Your presence is needed at that particular location. But as you dream about retirement, you might find yourself hoping to reinvent your life. Once you stop working, and begin drawing your retirement…

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Get Out of Debt Before You Retire
February 6, 2017

Federal employees enjoy one of the greatest retirement benefits packages in the country. After your years of service are finished, you will hopefully have enough retirement income to live securely for the rest of your life. However, your spending is also a big part of that equation. Money only goes…

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5 Common Mistakes That You Might Regret in Retirement
January 23, 2017

Retirement planning poses an enormous challenge for most of us. It can be difficult to predict how long we will live, how much money we need, and all of the potential pitfalls that can cost us money in the future. And while it’s true that you don’t have a magic…

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Time is Running Out for these Tax Deductions
December 5, 2016

At this time of year, tax planning might be the last thing on your mind but if you are feeling a touch of the generous holiday spirit, and if you plan correctly, charitable donations can often be used as valuable tax deductions! Giving feels good and can also earn you…

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Social Security Unveils Four New Rules for 2017
November 7, 2016

Social Security is an important part of your retirement plan. But because it is an enormous, complicated government program, policymakers continually make adjustments to its rules and procedures. That’s why we always tell our clients that you can’t put your retirement plan on the back burner! As things change, so…

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