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Planning for Long Term Care

September 24, 2025 Chris Kowalik

Chris Kowalik guides federal employees in exploring the options of needing extra care as they age – even in the absence of a government solution more…

Tax Changes in 2026 from One Big Beautiful Bill Act

September 22, 2025 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer discusses the tax law changes that will take effect on January 1, 2026, and what tax-related moves federal employees and retirees should consider now to take advantage of the changes more…

Will You Be Prepared for Retirement? Take This Test Drive and Find Out

September 16, 2025 Chris Kowalik

What will your retirement look like? And how will you feel about being retired and on a “fixed” income? Are you confident in your current retirement plan? Chris Kowalik takes you on a test drive to help you to adjust your plans based on real-world experience more…

Tax Rules on TSP Installment Payments

September 15, 2025 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Upon leaving or retiring from federal service, Thrift Savings Plan participants can request installment payments from their traditional TSP account. Ed Zurndorfer explains the taxes on this TSP withdrawal option more…

Retiring Early Under the FERS MRA+10 Provision

September 11, 2025 Chris Kowalik

What happens when a FERS employee wants to retire prior to meeting all of the full eligibility requirements? Chris Kowalik discusses the way to avoid one of the penalties associated with MRA+10 rules — plus how MRA+10 affects the FERS Special Retirement Supplement more…

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