Is your Federal Employees Group Life Insurance (FEGLI) enough? Life insurance needs change based on major life events, so it’s important to review your coverage regularly. Chris Kowalik guides you through five ways to evaluate your needs more…
Estate Planning for Married Couples
An estate plan is a group of critical documents that outline end-of-life wishes in case of illness or incapacitated state. Ed Zurndorfer provides estate planning tips for married couples, and a checklist of the documents that both spouses should have more…
Estate Planning for Singles
Estate planning is important for singles, couples or families. Ed Zurndorfer provides ten estate planning documents and strategies that are specifically designed for individuals more…
Why Exercise Caution in Electing the Social Security Lump Sum Retroactive Benefits Option
There is the option that allows an individual to cease their delay of Social Security benefits, apply for their monthly benefit, and then receive a lump sum payment of retroactive Social Security monthly benefits. Ed Zurndorfer explains this lump sum option, including its advantages and its disadvantages. more…
How Inflation Affects Your Retirement
Chris Kowalik explains why inflation has an impact on more than just devaluing your savings. It affects cost-of-living adjustments (COLAs), your Social Security benefits, your Thrift Savings Plan and other investments more…