Tag: retirement

WHEN SHOULD YOU TAKE SOCIAL SECURITY?

October 26, 2015 No Comments

Question: Should I take Social Security early, or on time, or late? Answer: Possibly the most popular Social Security question I receive from clients is whether they should take their Social Security (SS) benefit as early as possible – age 62 – or should they wait until their Full Retirement Age (FRA) to start receiving

financial planning for federal employees

DO YOU NEED FEGLI?

September 25, 2015 No Comments

Question: Do you need to take FEGLI, or are you sufficiently insured between your assets, survivor benefits and social security? Answer: There are 3 core life insurance considerations that will shape the answer to the above question. Do you need life insurance at all? How much Life insurance coverage should you have? What is the appropriate

Financial Education for Federal Employees

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