FERS Survivor Benefits Explained: How to Protect Your Spouse in Retirement
Most federal employees spend years thinking about how to build their retirement income. Far fewer spend time thinking about what happens to that income if
Helping you prepare
for Federal Retirement
1) FERS CALCULATOR
This is a good first step as you develop
your plan for federal retirement.
2) monthly webinars
We host monthly educational webinars on
retirement topics for federal employees.
3) ARTICLES & VIDEOS
We have a growing library of articles
and videos for your education.
Available now on Amazon!
Your FERS Federal Retirement: The 10 Decisions that Will Make or Break Your Retirement
For most people, planning for retirement raises a ton of questions. Retiring as a federal employee is even more complex! How do you manage your TSP, FEGLI, FEHB…? Not to mention tax planning, social security, and survivor benefits? The list of questions to address goes on and on.
With each question comes a decision, and those decisions will have lasting implications. So, how do you make the best decisions for you? That’s what this book is all about.
There are 10 key decisions that must be made at your federal retirement. If those decisions are made well, you’ll embrace your retirement with confidence and purpose. If made poorly, they can lead to decades of unnecessary worry and anxiety.
Helpful Articles & Videos
For Federal Employees
The Ultimate Guide to Your Thrift Savings Plan (TSP): What to Do Today for a Secure Retirement Later
If you’re a federal employee, your Thrift Savings Plan is probably one of your most valuable assets. It’s the account that quietly grows in the
The Tax Planning Gaps Many Federal Retirees Miss
For many federal employees nearing retirement, a healthy TSP or IRA balance feels like a major win. Years of disciplined saving have finally paid off.
What Your FERS Pension Estimate Isn’t Telling You
If you’re a federal employee approaching retirement, chances are you have requested a FERS pension estimate from your agency. It’s exciting to finally see some
When Should You Take Social Security? A Smarter Approach
You’ve probably heard it before: “Wait until age 70 to take Social Security so you get the biggest benefit.” That advice sounds simple, and for
The Secret to Maximizing Your FERS Pension and TSP
If you’re a federal employee preparing for retirement, you’ve likely spent decades saving into your Thrift Savings Plan (TSP) and counting on your FERS pension.
Latest Federal Retirement Videos
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Federal Retirement’s not a new concept.
But it is new to you.
Your next chapter shouldn’t feel like a big mystery. And it shouldn’t be a source of anxiety or dread.
You need a financial advisor team you can trust… and a plan that leads to a meaningful future. Imagine using your wealth in a way that aligns with your deepest values and makes life better for others. Imagine how great it would feel to finish well.
Sound good? Then stop imagining and take the practical first step toward a meaningful future.
Here's How it Works
1. Get Acquainted.
Everything we do is built on relationships. So let’s meet. Tell us all about you–your history, your relationships, your dreams and your assets. As a christian financial advisor, we’ll gladly answer any questions you have about us. Learn more about us.
2. Create a plan.
Working together, we’ll tailor a plan that reflects your deepest beliefs and biggest hopes. Then we’ll implement that plan, carefully monitoring it, and making necessary corrections along the way.
3. Finish well.
You’ll navigate retirement with the confidence that you have enough. Even better, you’ll have a clear purpose and be positioned to invest in the causes that matter most to you.
Leave a legacy that aligns with your beliefs.
Retire with guidance
In unpredictable times and with constantly changing laws, converting retirement savings into regular retirement income can be confusing. Instead, be confident knowing what assets you need.
Retire with confidence
Most people fret about retirement. As a fiduciary financial advisor, our clients enjoy peace-of-mind knowing they’ll have the assets they need for the next chapter of life.
Retire with purpose
The best retirement isn’t “from” work. It’s “to” new challenges! We help our clients strategize ways to invest their resources in the things that matter most.