Most federal employees saving for retirement have heard the terms “IRA transfer” and “rollover,” which…
Author: Jose Armenta, MsBA, CFP®, ChFC®, EA
Jose Armenta is a CERTIFIED FINANCIAL PLANNER professional who specializes in helping federal employees get the most out of their federal benefits.
Jose's experience serving federal employees provides him with valuable insight into the unique financial planning needs of federal employees.
Many federal employees plan to work at least part-time in retirement. Some make this decision…
For over a year, we have been hearing that the Federal Retirement Thrift Investment Board…
Every federal employee has heard the saying, “Don’t put all your eggs in one basket.”…
Do you lose sleep every time the financial markets decline, or do you view a…
Federal retirees face numerous risks in their golden years. These risks often fall into three…
Life Expectancy: What Federal Employees Need To Consider When Deciding When To Claim Social Security
As a federal employee, one of the biggest decisions you face when preparing for retirement…
Many federal employees are unfamiliar with the Thrift Savings Plan’s withdrawal options, and for good…
The years immediately before and after retirement are often referred to as the fragile decade…
There are many financial mistakes that federal employees can make throughout their life, but some…