3 Big Retirement Mistakes Federal Employees Make
By: Steven Puckett Retirement is often described as a destination—something that happens automatically when we reach a certain age. But for federal employees, the path to retirement is more nuanced. It requires forethought, education, and a deep understanding of how various components of the federal benefits system interact. In conversations with federal employees across different […]
Medicare
By: Jesse Black Today, I’m going to cover Medicare part A, Part B, how it works for Federal Employees. This is important to go over, and it is good knowledge to have. I get a lot of questions about this topic, and that’s appropriate because there are certain time frames and penalties involved. Certain decisions […]
Education
By: Jesse Black As I’m writing this, it’s December 2023, the end of the year. I have met with many Federal Employees this year, and over many years, and today I want to talk about one key thing I see consistently that helps Feds be more prepared than others for retirement. I do approximately 50-60 […]
TSP Strategies
By Steven Puckett When it comes to allocating funds within the Thrift Savings Plan (TSP), federal employees need to understand that financial planning is not a one-size-fits-all approach. Each individual’s financial situation is unique, which makes general financial advice risky. Whether you are in the early stages of your career or approaching retirement, it’s crucial […]
Navigating Taxes in Federal Retirement
By Steven Puckett As a retirement planner who works closely with federal employees, I often find that one of the most underestimated elements of retirement planning is taxes. We spend years—decades, even—focusing on building savings, understanding pensions, and figuring out when to claim Social Security. But when it comes to understanding how all this income […]
What Federal Employees Need to Know About RIFs & Early Retirement
By Jesse Black As we move through 2025, it’s clear that the federal workforce is facing some uncertainty. With widespread conversations about restructuring, early retirements, and possible reductions in force (RIFs), many federal employees are understandably concerned about what the future holds. In the past several weeks alone, I’ve heard from dozens of individuals asking […]
