Is your current retirement plan on track to provide you the income you need when you retire?

Financial Planning

Still Procrastinating About Your Financial Plan?

First, look at your expenses and your debt. Review your core living expenses (such as a mortgage payment, car payment, etc.). Can any core expenses be reduced? Investing aside, you position yourself to gain ground financially when income rises, debt shrinks, and expenses decrease or stabilize.  Maybe you should pay your debt first, maybe not. Some debt …

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Using a Roth IRA as a College Savings Tool

At first glance, a Roth IRA might seem an unusual college savings vehicle. Upon further examination, it may look like a particularly smart choice. A Roth IRA allows you to save for college without the constraints of a college fund. This is an important distinction, because you cannot predict everything about your child’s educational future. What if …

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Qualifying for a Disability Retirement Under the FERS

You may anticipate working for the federal government until you retire. One question is worth considering, however: what if you have to leave your federal job because of a health issue before you reach retirement age? Is a disability retirement then in order rather than a voluntary one? In such an event, a consultation with your …

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