by Tom Walker | Jan 26, 2021 | Federal Retirement
The 4 Motivations Behind Every Retirement Decision Behind the scenes of every Fed’s personal decision to retire is a set of justifications for why the time is now right. Every one of us will eventually have this mental tug of war comparing the pros and cons of...
by Tom Walker | Jan 25, 2021 | Federal Retirement
Pension Max vs SSB A Fresh Take On An Age Old Debate In this article, we are looking specifically at the Surviving Spouse Benefit (SSB)– a benefit available to both CSRS and FERS retirees that provides a continuation of a portion of your FERS/CSRS pension to your...
by Tom Walker | Jan 25, 2021 | Federal Retirement
FERS Stool vs FERS Recliner FERS 3-Legged Stool vs. FERS Recliner: Where Will You Sit In Retirement? I recently asked this question at one of my FERS pre-retirement seminars and saw many confused faces peering back at me. “What do you mean?” was the collective...
by Tom Walker | Jan 25, 2021 | Federal Retirement
The 3-P’s of Pre-tirement Project, Protect and Perfect Project, Protect, And PerfectPre-tirement: The 5 year period before one’s ideal retirement date. Pre-tirement is the phase during which we begin to adapt our views about money and investing in preparation...
by Tom Walker | Dec 15, 2020 | Federal Retirement
Surviving Spouse Benefit SSB: What Kind of Income Would Your Spouse Like? I recently asked this question at one of my FERS pre-retirement seminars and saw many confused faces peering back at me. “What do you mean?” was the collective telepathic response. “Well,...
by Tom Walker | Dec 15, 2020 | Federal Retirement
Rethinking Your Retirement Tax Assumptions The Lower Taxes Many Federal Employees Anticipate After Leaving The Workforce Don’t Always Materialize. Have you ‘insured’ your retirement against the threat of higher future tax rates? Generally, when we purchase...
by Tom Walker | Jun 8, 2020 | Federal Retirement
The Decisive Decade The 10 Year Period That Will Shape Your Retirement Lifestyle There is a critical period in retirement planning, a span of roughly 10 years that largely determines the sustainability of your lifestyle throughout the length of your retirement. This...
