Browsing: Retirees

Like federal employees enrolled in the Federal Employees Health Benefits (FEHB) program, federal retirees (annuitants receiving a CSRS annuity or a FERS annuity) can reduce their…

Whether or not to enroll in Medicare Part B (medical insurance) is a key decision that federal retirees aged 65 and older have to make. Because…

Retirees and investors near retirement are in a tough spot. They need growth from their stock market portfolio to fight inflation and rising health care costs,…

People shop in Bayonne, New Jersey on April 8, 2025.Charly Triballeau | Afp | Getty ImagesSocial Security and Supplemental Security Income beneficiaries will soon find out…

Bill and Shelly GallBill and Shelly GallBill and Shelly Gall say they’d be rich if it weren’t for their medical bills.The early retirees, who are on…

People often say you should live without regrets. Yet for many, looking back with some sorrow over past choices is simply part of being human—especially in…

Zero Creatives | Connect Images | Getty ImagesMore from Financial Advisor Playbook:Here’s a look at other stories affecting the financial advisor business.If you’re age 70½ or…

M Swiet Productions | Getty ImagesAs a financial planner in the early 90s, William “Bill” Bengen confronted a question that still puzzles aspiring retirees today —…

Many federal employees and retirees are planning to travel overseas in the summer and fall. There is always lots of planning associated with traveling, especially when…

Earlier in July, President Trump signed into law the “One Big Beautiful Bill Act” of 2025 (OBBBA). Many individuals including federal employees and retirees are asking…