My Federal Benefits

09/28/2026

The tax rules around wealth transfers can be complex. Do you have a plan to transfer your wealth effectively?

Transitioning into retirement often involves shifting your focus from building your assets to distributing them, but the methods used to accumulate assets differ from the strategies required to help generate sustainable income and manage spending. During this phase, managing taxes and

09/21/2026

The market forecast is like a weather report. A chance of rain doesn’t mean you cancel everything; rather, it means you prepare with an umbrella or jacket. Is your retirement account ready no matter what the market forecasts?

For decades, your daily ritual may have involved morning coffee, the commute, demanding work schedules, and, of course, saving for retirement. As retirement approaches, you may have built a financial plan designed around your long-term goals and desired lifestyle. However, given ongoing

09/14/2026

Have you considered longevity risk in your retirement planning? We discuss its importance in this week’s blog. Check it out here:

When you picture your retirement, what do you see? Perhaps it’s a cross-country road trip, dedicating time to a long-neglected hobby, or finally spending uninterrupted weeks with family. For decades, the financial focus leading up to these years

09/08/2026

Can you pay for your child’s college tuition while keeping your retirement on track? Yes! Check out our blog to learn more.

You’ve worked hard to build a stable life for your family, and as your child nears high school graduation, it’s natural to want to extend that stability by helping them pursue higher education. Yet beneath the pride and excitement,

08/31/2026

As you get closer to retirement, you may start to wonder what you should be doing with the assets you’ve saved up. Do you leave them where they are, or try out different financial vehicles? Let’s take a look at some options in this week’s blog.

08/25/2026

Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list!

Toss aside those crusty old finance books (though some are tried and true and worth the read!). Let’s check out some newer books to add to your TBR list! Planet Money: A Guide to the Economic Forces That Shape Your Life

08/17/2026

Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. Gen X-ers and Baby Boomers are going to approach shifting markets with different investment management strategies. Let’s take a look at both.

Market volatility is a natural part of the financial ecosystem, but its impact varies depending on your specific stage of life. For members of Gen X who are currently in their peak earning years

08/10/2026

Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. Let’s take a look at how inflation can affect your retirement plan in this week’s blog.

Planning for retirement requires many considerations, but perhaps none is as subtle or pervasive as the influence of inflation. While market volatility often captures the headlines, the gradual rise in the cost of goods and services acts as a constant force that can erode

08/03/2026

August is National Investors Month and a great time to review financial habits and look closely at your long-term retirement plans. Check out our blog for ideas to consider as you evaluate your investment plans and retirement portfolios.

August marks National Investors Month, with August 14, 2026, being National Financial Awareness Day. This is an important time to review financial habits and look closely at long-term retirement plans. If you’re one of the millions of

07/27/2026

Does your retirement plan include healthcare and long-term care costs? The earlier you make a plan for it, the better!

For many Americans approaching retirement, the focus is often on investment balances, Social Security timing, and creating reliable income streams. And those things are important! But there is a financial retirement risk that can