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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.
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 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.
Jun 16, 2022
What Issues Should I Consider When Dealing With High Inflation?
What Issues Should I Consider When Dealing With High Inflation? High inflation has been on everyone’s mind, and many are wondering what they
May 22, 2022
What Issues Should I Consider When Starting Out Financially?
What Issues Should I Consider When Starting Out Financially? Financial literacy is fundamental to financial independence and prudence.
May 6, 2022
What Issues Should I Consider If My Spouse Passed Away?
What Issues Should I Consider If My Spouse Passed Away? 29 of the most important planning issues
Apr 28, 2022
Should I Lease or Buy my next Automobile?
Should I Lease or Buy my next Automobile? Replacing an automobile is an inevitable and recurring life event, and clients often struggle