Not affiliated with The United States Office of Personnel Management or any government agency

Not affiliated with The United States Office of Personnel Management or any government agency

Missy E

Licensed Agent

Enterprise User

More Articles by Missy E

Estate Planning for Blended Families: Trusts vs. Wills and Key Challenges

Key Takeaways Blended families require careful estate planning to balance the needs of spouses, children, and stepchildren. Trusts often offer...

How-to Approach Health Expense Budgeting in Retirement for Federal Employees

Key Takeaways Proactive health expense planning can help federal retirees better manage both expected and unexpected medical costs. Federal benefits...

Myth vs Fact: Essential Estate Planning Documents for Federal Retirees

Key Takeaways Estate planning goes far beyond just having a will, and it affects all federal retirees—not just those with...

Avoiding Common Tax Mistakes in Retirement: Top Pitfalls for Federal Retirees

Key Takeaways Federal retirement income involves unique tax rules and can trigger overlooked taxes and penalties without careful planning. Regular...

Pros & Cons: Remarriage Effects on Survivor Elections and Federal Benefits

Key Takeaways Remarriage can significantly change your eligibility for federal survivor benefits and healthcare coverage. Careful planning and awareness of...

TSP Death Benefits Process for Families: Steps, Documents, and Timeline

Key Takeaways Navigating the TSP death benefits process requires timely notification, correct documentation, and ongoing follow-up to prevent delays. Accessing...

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