In this video, Jose Armenta, CFP®, reviews the four reasons why many federal employees retire at age 62. For more on this topic read the related article here.
Category Archives: Video
Will Your Spouse Keep FEHB If You Die? (VIDEO)
In this video, Jose Armenta, CFP®, reviews the requirements that must be met for your spouse to maintain Federal Employees Health Benefits (FEHB) coverage if you predecease them. If you’d like to learn more about carrying FEHB coverage into retirement, read this article.
How To Calculate Your FERS Pension (VIDEO)
In this video, I’ll review how to calculate the FERS annuity and why it’s important to know. If you want to learn more about the FERS pension, read this article.
Are You Contributing Enough To Your TSP? (VIDEO)
In this video, I’ll cover a few rules of thumb for contributing to your TSP. If you want to learn more about your TSP, read this article.
What Is Financial Planning? (Video)
In this video, I’ll cover what financial planning actually is in under 2 minutes. If you want to learn more about the financial planning process, visit the Services page.
The FERS Deferred Retirement In Under 3 Minutes (VIDEO)
Federal employees covered under FERS who separate from service before meeting the requirements for an Immediate retirement might still be eligible for a pension under the Deferred retirement option. This video will review the FERS Deferred retirement in under 3 minutes. To learn more about the other FERS retirement options, read this quick summary ofContinue reading “The FERS Deferred Retirement In Under 3 Minutes (VIDEO)”
The Most Important Step In A Successful Financial Plan (VIDEO)
Here are the two reasons defining your Why is the most important step in creating a successful financial plan. Read this article for a step-by-step guide on defining the why behind your financial life plan.
The FERS Immediate Retirement In Under 3 Minutes (VIDEO)
Federal employees covered under FERS who wish to retire under the immediate retirement option must meet specific age and years of service requirements. This video will review the FERS immediate retirement eligibility requirements in under 3 minutes. To learn more about the FERS retirement options and eligibility, read this article.
The 4 Things You Need To Know About The FERS Supplement (VIDEO)
If you are covered by FERS and retire before age 62, you may be eligible for a pension supplement called the Special Retirement Supplement (SRS), also known as the FERS Supplement. In this video, I’ll cover four key things you need to know about the SRS. If you want to learn more about the SRS,Continue reading “The 4 Things You Need To Know About The FERS Supplement (VIDEO)”