Tag: financial plan

financial plan

Majority of Americans Think Retirement Benefits Savings are Important

A survey says a majority of Americans think retirement benefits savings are important and yet their financial confidence is low and they lack a plan.

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Philadelphia Residents Contributing Least Towards Retirement Benefits

A new research has revealed that most of the Philadelphia residents save less towards their retirement benefits when compared to other Americans.

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Start Planning your Finances for 2016

Start planning your finances for the new year.

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Do You Have a Federal Retirement Individual Action Plan

Building your Federal Retirement Individual Action Plan (IAP) starts first with building your Financial Plan – the key element to your retirement future.  In order to achieve our collective goal of retiring with comfort and security,…

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Federal Employees – Building Your Financial Plan

The Financial Plan is a key component of your overall Retirement Planning strategy, so you can retire well and live in comfort and security.

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Determining If A Trust Is Right For You

It seems to be the general concensus that a Last Will and Testament is an essential part of a good estate plan but Living Trusts are not as widely used nor understood.

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How To Choose a Financial Professional to Handle Your Affairs

Seek a financial planner who has demonstrated skills in their field of expertise. Look for advisors who have been published or interviewed on topics that relate to your concerns.

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The Federal Employee Financial Plan

Are you a Federal Employee? Do you realize how important a financial plan really is at every stage of your life?

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Estate Plan: Living Trusts

Until about 20-30 years ago Living Trusts were thought of as planning tool strictly for the wealthy. Today that is no longer true as the Living Trust is becoming more popular with the because of the tax and privacy advantages offered.

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Wills: Other Tips

As a Federal Employee, your benefits taken into retirement or otherwise are not bound by your Will.

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Will: (Last Will and Testament)

The Will is the nucleus of the estate plan. From the Will, everything else emanates. Your Last Will and Testament spells out all of your wishes. It details how you want your assets and resources distributed and how your loved ones who depend on you will be taken care of.

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Planning Your Retirement

Getting involved early in planning will allow federal and postal workers the opportunity to create additional financial resources to increase their retirement comfort.

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