Retiree News:

Be In The Know

Retirement

Scams

We wanted to bring to your attention the recent increase in social media scams designed to entice you into fraudulent financial activities.  We have probably ...
Read More →
Uncategorized

Not Just For Men 

It’s crucial for women to plan and take control of their finances just as much as it is for men. When an “if only” happens, ...
Read More →
Uncategorized

RMD Timing

There have been some recent discussions about what the best way is to take out your RMD, and whether it is better to take it ...
Read More →
Retirement

Preparedness Plan

Nearing retirement can be a stressful time as we shift from working to provide an income, to needing our money to work at providing that ...
Read More →
Annuities

Federal Retirement

We’ve been having many conversations about the potential impact of the pending legislation, known as H.R.1, which proposes the elimination of the FERS annuity supplement, ...
Read More →
Archives
Scroll to Top