Our Purpose Statement
Positively impact the lives of Federal Employees
with our knowledge base and skills through
successful retirement planning strategy.
Newsletters
-
Are Value Stocks Poised for a Comeback?
Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.
-
New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
-
Key Retirement and Tax Numbers for 2021
IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
-
Asset Protection: Make Sure Your Umbrella Is Big Enough
While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
Calculators
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.