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Navigating Market Volatility: What Retirees Should Know About August’s “Japanese Carry Trade”
In August of 2024, the financial world was abuzz with discussions about the Japanese carry trade and its impact on global markets. For retirees and those nearing retirement, understanding these developments may help you understand why markets are moving, but it's equally important to maintain a focus on long-term financial security rather than reacting to short-term market fluctuations. Regardless, the [...]
Important Updates to Social Security in 2025
As we approach 2025, the Social Security Administration (SSA) has announced several important changes to the program that will affect millions of beneficiaries. These updates are designed to keep pace with the changing economic landscape and ensure that retirees and other recipients can maintain their quality of life. Here's a comprehensive look at the five major changes coming to Social [...]
A Recent History of Federal Reserve Policy
The past quarter century has held times of economic prosperity and crisis in this country. Because your retirement hinges on your financial options and decisions, the economic health of certain parts of the financial world can dictate if and how you struggle, survive, or thrive in retirement. As such, it's arguable that no other institution has as much of a [...]
7 Ways to Celebrate Financial Planning Month
October is recognized as Financial Planning Month, an annual event dedicated to planning for an independent financial future. Whether you're a novice or knowledgeable in finance, assessing your finances and goals is always beneficial. This yearly event provides the perfect opportunity to reflect on spending habits, saving, investment strategies, and overall financial health. It allows us to rethink our financial [...]
Retirement Planning Refresher: What Retirees Need to Know About SECURE Act 2.0
The SECURE Act 2.0, signed into law in late 2022, brought significant changes to retirement savings and planning—namely, the rules around how retirement accounts work and can be used. As a retiree or someone approaching retirement, understanding these changes is crucial for optimizing your financial strategy. Let's explore some key aspects that may directly impact you. Required Minimum Distributions (RMDs) [...]
Resources for Federal Employees
Navigate Your Path to a Confident Retirement with Our Comprehensive Guide
Federal Employee’s Guide to Retirement
Federal Employee’s Guide to Retirement
Federal employees have the unique challenge of navigating financial systems like FERS, TSP, and FEHB. Our Federal Employee’s Guide to Retirement is designed to empower you with the knowledge and tools to turn complexity into clarity.
With actionable insights and practical advice, you’ll discover how to maximize your benefits, stretch your savings, and achieve the retirement lifestyle you deserve.
Take charge of your future – start planning today with our expert resources by downloading our guide.
