Inspiring Healthy Relationships With Money

Read our updates on wealth management, federal employees, financial planning, and more.
Financial Planning - don't overlook these 5 things
June 30, 2025
By tackling these 5 must-haves you’ll be on your way to creating or updating your financial plan, but make sure to check-in on your finances often.
FERS Basic Annuity
June 30, 2025
There are two big things to consider when projecting a future pension amount. Learn more about the FERS basic annuity here.
What's the right approach to TSP?
June 30, 2025
Are you taking too much risk with your TSP? What may be the right approach and how should she be thinking through this? We've got the answers.
When to make changes retirement
June 30, 2025
The right investment mix is determined by your financial plan, including your goals, time horizon, risk profile, and income needs. Rebalancing is important.
Navigating the gap years: can I retire at 57 (minimum retirement age)
June 30, 2025
Understanding how the FERS annuity calculation works is essential before making your decision on when to go out. The numbers aren’t the only decision.
How much will you take home after federal taxes?
By Sam Cook June 30, 2025
Understanding how much retirement income may be available to spend is a question we try to help answer all the time.
How much tax will you pay?
June 30, 2025
How will my FERS basic annuity be taxed when I receive benefits? Read on how Social Security, the TSP, and other investment income may be taxed.
Four important decisions with TSP
June 30, 2025
How does the Thrift Savings Plan (TSP) fit in a financial plan and how should you consider making changes to your account?