Our Purpose Statement
Positively impact the lives of Federal Employees
with our knowledge base and skills through
successful retirement planning strategy.
Newsletters
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401(k) and IRA: A Combined Savings Strategy
Do you know the differences between a 401(k) and an IRA? Find out how they might work together to boost your retirement assets.
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Baseball Lessons That Might Help Change Up Your Finances
Learn some lessons from America’s favorite pastime that may inspire you to take a fresh look at your finances.
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HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge
This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.
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Mutual Funds: Do You Know What’s in Your Portfolio?
It’s important for investors to understand the funds in their portfolios. This article provides an overview of different types of funds.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Car Affordability
How much can you afford to pay for a car?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?