Meet Stephen’s Team Seminar
May 15, 2025
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Category: Federal Benefits
Trump’s 2.0: Should I Be Concerned?
January 17, 2025
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New Webinar: Trump’s 2.0: Should I Be Concerned? People have expressed worry about President Trump’s 2nd term. Join us in this class where we’ll review some of the common concerns and see which, if any, are valid. Key Topics: Job Security and Career Planning: Planning for possible reductions in force (RIFs) or early outs. Retirement Benefits
Webinar – The Social Security Earnings Test, and How to Outsmart it!
July 30, 2024
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Thinking about taking Social Security early?
Sounds like a good idea, however if you’re earning too much money while taking early Social Security, that can wipe out your benefits. Is there a way to have both? Can you get your Social Security and earn additional income at the same time?
What is the best day to retire? – Live Webinar
July 7, 2024
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What is the best day to retire? What time of year, month, pay-period, day should you retire in order to get the most out of your pension? I will explain how to pinpoint your retirement date, and how the exact date can save you thousands of dollars. Join me as we explore this topic in
Federal Employee Benefits
November 20, 2023
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Organize Strategize Maximize Watch List of topics Is FERS really a 3 legged stool? In our latest video, we scrutinize the Federal Employees Retirement System (FERS), traditionally described as a three-legged stool comprising the FERS pension, Social Security, and the Thrift Savings Plan (TSP). This analysis is crucial for FERS employees contemplating early retirement, specifically
Fiduciary advice for federal employees
November 17, 2023
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Organize Strategize Maximize Watch Is FERS really a 3 legged stool? In our latest video, we scrutinize the Federal Employees Retirement System (FERS), traditionally described as a three-legged stool comprising the FERS pension, Social Security, and the Thrift Savings Plan (TSP). This analysis is crucial for FERS employees contemplating early retirement, specifically at the Minimum
Is it better to retire with the biggest balance of leave, or to spend down your leave? (with video)
October 20, 2023
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Is it better to retire with the biggest balance of leave, or to spend down your leave? Read the video transcript: Welcome back to the channel. I want to ask a very simple question. What’s better to retire with the biggest balance of leave possible, or is it better to spend down your leave as
New Webinar – Should you leave federal service early?
May 26, 2023
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Should you leave Federal Service before you’re eligible for full retirement? I know you’re thinking about it. 😉
Join me in my new webinar – Watch Now
OPM has Suspended Enrollment for the Federal Long Term Care Insurance Program
December 19, 2022
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OPM has Suspended Enrollment for the Federal Long Term Care Insurance Program In case you haven’t heard, the U.S. Office of Personnel Management (OPM) is temporarily suspending applications for coverage in the Federal Long-Term Care Insurance Program (FLTCIP) to allow their agency and the FLTCIP Carrier to thoroughly assess their benefit offerings and establish sustainable premium rates. OPM
TSP Planning Report February
February 25, 2022
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TSP Planning Report February 2022 Facts: The G Fund rate for February 2022 was increased to 1.825%, from January’s 1.625%. This month’s unemployment rate increased from 3.9% to 4%. Unemployment was at 6.2% in Feb 2021. PMI (Purchasing Managers Index) continued to expand (any reading above a score of 50 means expansion). This month’s reading
