Resources
Resources for federal and postal families
Plain English guides you can read at your own pace, before you decide anything.
Showing all 6 guides.
Checklist
What to Bring to Your Federal Retirement Review
The documents that make your free review count, and why each one matters. A checklist for federal and postal employees and their spouses.
2 minute readFederal, Postal, Spouses
Guide
What an Annuity Is, and What It Is Not
A plain English look at fixed, fixed indexed, and variable annuities, why some people say annuities are bad, and the questions to ask before you buy one.
4 minute readFederal, Postal, Retirees
Guide
Your TSP at Retirement: The Questions to Ask
Being writtenFederal, Postal, Retirees, Taxes and Trusts
Guide
Protecting Your Spouse: Survivor Questions Every Couple Should Answer
Being writtenSpouses, Retirees, Federal, Postal
Guide
Old 401(k)s From Past Jobs: Your Options, Explained
Being writtenRetirees, Taxes and Trusts
Guide
Early Retirement Offers: Questions to Answer Before You Sign
Being writtenFederal, Postal
One hour. Your whole retirement picture. Free.
Request my free retirement review
Free. No cost, no pressure, never billed.