It’s a new year and there is plenty to know about the Thrift Savings Plan in 2022. Join Brian Kurrus, CFP® to learn about: New contribution limits for 2022; catch-up contributions Lifecycle Fund changes and how the funds are rebalancing in the new year Reviewing your investment allocation – What to review and when to rebalance Traditional vs. Roth – Revisiting options for new contributions based on income changes Loan opt...

The holidays are supposed to be the “most wonderful time of the year”, but we all know they can be the most stressful too. Party hosting and gift giving is exhausting – and can put a financial strain on your budget. Please join Kaitlin Schaeffer Yardley, CFP® to plan ahead and reduce your financial stress during the holidays. We will discuss several strategies including: Staying organized; set your goals and budget now De...

Will all of your Federal service be used to determine your retirement annuity? Join Bob Braunstein, Federal Benefits Specialist, to learn about: Understanding creditable, potentially creditable, and non-creditable service What counts and what doesn’t? What is my Retirement Service Computation Date (SCD) and is this the same as my Leave SCD? What is Term Federal Service? Temporary Federal Service? Does all of my service have to be within...

Federal Open Season is November 8, 2021 through December 13, 2021. Join Ray Kirk, Ph.D., Federal Benefits Specialist, to learn and prepare for the upcoming Open Season. Basic provisions of the FEHB and FSA programs Types of FEHB plans Important concepts in health insurance: types of plans, deductibles vs. co-pay, in-network benefits vs. out of network What you can do during Open Season

Claiming Social Security spousal benefits can be tricky. Details are often overlooked, unclear, and sometimes unknown. The key is knowing which benefits you are entitled to and when to claim them. This webinar will cover: Types of spousal benefits When a spousal benefit becomes payable How much a spouse may collect How long a spousal benefit may last How to maximize Social Security with spousal benefits How to avoid “spouse traps...

Money doesn’t grow on trees, but it can grow with a good plan. Do you have a retirement savings plan? When is the last time you reviewed it? Being a successful investor starts with the basics and it’s time to make your savings multiply. Join Kevin Seibert, CFP®, CEBS, CRC® for an informative presentation on TSP savings and investing. Topics include: Traditional versus Roth TSP considerations Investment risk trade-offs Inves...

Join Herb Casey to determine your next path and how to create an action plan. Transitioning to Retirement Branding/marketing yourself in retirement Exploring relocation in retirement Determining your retirement readiness using a checklist

This webinar will cover the basics of Roth IRA vs. Traditional IRA. Join John Jilek, CFP® as he presents: Potential and actual tax law changes that may affect your decisions The decision to not have some Roth money available in retirement could be a significant issue Impact of Secure Act on beneficiaries of retirement accounts

This webinar will cover factors that individuals need to consider for Medicare enrollment including age, employment status and present health coverage. Join Maureen Wilkin, Federal Benefits Specialist at NITP, as she presents: The Medicare Program: Parts A – D Enrollment Factors to Consider Opportunities to Enroll Cost of Medicare Coordination with Other Health Insurance Coordination with TRICARE

Presented By: Karen Schaeffer, Certified Financial Planner® Professional About the webinar In honor of Financial Literacy Month, these are the top 5 things financial planners want everyone to know: How to manage and analyze your cash flow. The appropriate use of debt. Managing risk (purchasing power risk, investment risk, and risk that can be managed through insurance) The influence of emotions on money decisions. The miracle of compound i...