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FEFP: One Big Beautiful Bill Part 1 (EP99)
What does the new One Big Beautiful Bill really mean for federal employees nearing retirement? Passed on July 4th, 2025, this sweeping tax legislation has stirred conversations across the country, but…
- Blogs
- Economy & Investments
- Economy & Investments
- Economy & Investments
- Estate, Legacy & Life Events
- Estate, Legacy & Life Events
- Federal Retirement Planning
- Federal Retirement Planning
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- Financial Planning Foundations
- Financial Planning Foundations
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
- Life insurance (FEGLI) & LTC
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- Medicare, FEHB & Tricare
- Planning Your Federal Retirement
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- Secret Millionaire- the value of federal benefits
- Secret Millionaire- the value of federal benefits
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- Survivor Benefits
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- Thrift Savings Plan
- Videos
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FEFP: Social Security: Family and Survivor Benefits (EP37)
A financial advisor who truly understands your individual situation will be able to help you apply for Social Security benefits…
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Federal Employee Financial Planning: Social Security: Beyond the Basics (EP36)
As a federal employee, you’ve got a lot to look forward to: guaranteed FERS benefits and Social Security, plus a…
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FEFP: Social Security: How to Maximize Your Benefits (EP35)
Michael, John, Tommy, and Ben will be shedding light on the complexities of Social Security so that you can plan…
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Federal Employee Financial Planning: Aunt IRMAA (EP34)
Understanding IRMAA can ensure you’re planning for the right income brackets and therefore the correct premiums. About the Episode: •…
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Federal Employee Financial Planning: Know the End in the Beginning (EP33)
Learn the key differences between retirement reacting and retirement planning, and how to ensure a financially stable retirement. About the…
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Federal Employee Financial Planning: Military Survivor Benefit Open Season (EP32
Discover a game-changing opportunity for military retirees to reverse their decision on survivor benefits and potentially secure up to 55%…
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Federal Employee Financial Planning: Consult Your Tax Advisor (EP31)
A financial advisor who truly understands your individual situation and is willing to provide tax planning advice can help create…
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John Mason CFP® guest on The Perfect RIA Podcast
John Mason, CFP® joins Matthew Jarvis as a guest on The Perfect RIA podcast to discuss how Mason & Associates…
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Federal Employees’ Group Life Basic While Working
Tommy Blackburn, CFP®, CPA, PFS discusses Federal Employees’ Group Life Insurance (FEGLI) Basic. Learn about the cost, the extra benefit…