FERS Blueprint

06/08/2018

NEXT LESSON [Retirement Scorecard]

“The planning part is essential to identify what you want, how you’ll get it, and whatnot….BUT NOTHING HAPPENS until you take the right action steps—or what I call preparation—to make the retirement dream into a financial reality.’

Preparation is definitely the missing piece in many people’s retirement strategy.

You have important details that could slip through the cracks if you’re missing the proper prep steps! I see a lot of people struggle to figure out what they should be doing and worry about what they might have missed.

In the second lesson of the FERS Blueprint Retirement Strategy Mini-Course, you’ll learn about the 10 most common retirement mistakes I’ve seen Federal employees make and how to spot them in your own retirement prep steps.

I created the Retirement Scorecard for my private clients, and in this lesson I’ll share it with you. It’s going to help you spot areas in your retirement preparation where you’re doing well—and areas that are weak and need improvement.

Watch the next lesson now.

Breaking down 1 of the BIGGEST misconceptions surrounding FERS retirement planning (and where to START your retirement planning).

06/08/2018

Free Retirement Training [Video 1 + Worksheet]

I know that it’s really tough to grasp how FERS, Social Security and TSP—along with health insurance, Medicare, life insurance, long-term care planning plus income taxes—are all supposed to fit together for a good retirement.

There’s something that’s being taught that makes planning even more challenging.

Have you ever been told to think of your FERS benefits as a three-legged stool?

There’s a big problem with that idea—and it could cause you to make critical errors in your retirement strategy.

There’s a better way. One that I’ve been using for years to help our private clients have financial security in retirement.

It’s called the FERS Blueprint Retirement Strategy.

It’s a three-step framework to plan your FERS retirement strategy, keep it all straight and tame that beast of complexity! And I have an online lesson for you.

You’ll learn the three key elements you’ll need in your retirement strategy, plus the best place to begin your retirement planning.

Watch the first lesson from the FERS Blueprint Retirement Strategy now.

Breaking down 1 of the BIGGEST misconceptions surrounding FERS retirement planning (and where to START your retirement planning).

01/24/2018

The 2018 FERS Retirement Training Registration is NOW OPEN! Click to LEARN MORE!

Be quick and save money! The Early Bird discount is only valid though January 26, 2018, at 11:59 pm Pacific.

The retirement-training system that more than 5,000 FERS employees have used to help them learn about their benefits and plan retirement.

10/24/2017

Take care of your TSP now, and it will take care of you later! Watch this video for 2018 TSP Updates.

10/17/2017

Get Your TSP Ready for 2018! Very soon we'll be releasing new TSP lessons to help you maximize your TSP and find ways now to make your retirement better.

09/28/2017

There's a tug-o-war going on! On one side, people are saying "Take your Social Security as soon as you can because at least you'll get something!"

On the other side, they'll pulling the opposite way. "Wait! Delay taking your benefit so that you'll get more--a lot more! Don't be in such a hurry, get the most out of the system."

This is a hotly contested topic. There's more to the situation than just a simple "when" decision. Read this article to see how you answer these 5 Social Security Questions.

Take it early? Or wait and get more? This Social Security question is always a hotly contested topic! But there's MORE TO IT than just when to start the benefit. Read this article to find out how you'd answer these 5 questions.

09/28/2017

"Water cooler" talk is always unnerving (and sometimes not accurate). Read this article to find out how a change in the FERS pension may impact your retirement plans.

We all know how frustrating it is to spend years counting on something that may end up being less than expected. What happens if FERS changes? Read this article to learn about how FERS is actually calculated!

09/28/2017

“You work for the government. You must have a great retirement!”

Many employees struggle to nail down exactly what FERS (Federal Employees Retirement System) includes, what the rules are and how much it will cost them. We all know how time consuming it is to track down information and then set about understanding it—all the while working a demanding day.

Click on the article to read a quick overview of your benefits that's actually easy to understand!

Many employees struggle to understand exactly what their FERS retirement will include. Read this quick guide to get an overview of all 7 benefits.

04/20/2017

5 tips to help you maximize your TSP in preparation for your FERS retirement.

04/20/2017

Defending Public Safety Employees' Retirement Act made TSP retirement planning much simpler. The early withdrawal penalty is waived as long as you meet certain criteria.

04/20/2017

There’s a provision in FERS that allows you to make a deposit, or “buy back”, your active duty military service—and that time will count as creditable service for FERS retirement.