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Mar 2, 2023
Federal Employees Retirement System (FERS) Supplement or Special Retirement Supplement (SRS)
Federal Employees Retirement System (FERS) Supplement, also known as the Special Retirement Supplement (SRS), is a payment made to eligible
Feb 28, 2023
Federal Employees and Furloughs
As federal employees, there is a risk of being furloughed or facing a government shutdown, which can cause financial strain.
Jan 4, 2023
What Issues Should I Consider When Having Or Adopting A Child?
Beyond the joy brought to parents from having or adopting a child, this is a huge financial transition in their lives. There are a number of
Dec 27, 2022
Will I Avoid IRMAA Surcharges On Medicare Part B & Part D?
Planning around Income-Related Monthly Adjustment Amount (“IRMAA”) surcharges have become more important as the Medicare premium increase...
Sep 8, 2022
Should I Change My Medicare Coverage During Open Enrollment?
Should I Change My Medicare Coverage During Open Enrollment? Open Enrollment Period October 15. Medicare A, B, C, and D
Sep 6, 2022
What Issues Should I Consider When Starting A Business?
What Issues Should I Consider When Starting A Business? First-time entrepreneurs and seasoned business owners alike can benefit
Aug 12, 2022
What Issues Should I Consider When Reviewing My Estate Planning Documents?
What Issues Should I Consider When Reviewing My Estate Planning Documents?
Aug 10, 2022
What Issues Should I Consider If I Experience A Sudden Wealth Event?
Sale of a business or real estate, an inheritance, lottery winnings, or a legal settlement.
Aug 8, 2022
What Issues Should I Consider Before I Retire?
This checklist covers 32 of the most important planning issues to identify and consider for a client who is about to retire.