Insights

Healthcare costs can play a significant role in retirement planning. Camilla Carvalho, Wealth Manager at Corbett Road Wealth Management, explains what to review during Medicare's Annual Enrollment Period and how coverage decisions may connect to your broader financial strategy.

Estimated tax payments can be an important consideration for retirees and investors whose income is not subject to regular paycheck withholding. Georgia Lord, Head of Financial Planning at Corbett Road, explains who may need to make estimated payments, key 2026 deadlines, the safe harbor rule, and strategies for managing taxes when income comes from sources such as pensions, RMDs, dividends, interest, and capital gains.

Learn how Social Security benefits are calculated, including your highest 35 years of earnings, claiming age, benefit formula, and strategies for retirement income planning.

For federal employees, the FERS survivor benefit election is about more than choosing between a higher pension today and a lower pension with survivor protection. It can affect your spouse’s lifetime income and health insurance coverage after your death. Take a closer look at the decision and why evaluating the numbers alone may not tell the whole story.

Planning to retire at 65? Learn how employer health insurance and Medicare work together, including Part B deadlines, HSA rules, COBRA coverage, and potential penalties.

A will is an important part of an estate plan, but it may not control many of your most significant assets, such as retirement accounts, life insurance, and jointly held property. This article explains why reviewing beneficiary designations and creating a more comprehensive estate plan can help ensure your assets are distributed according to your wishes.

You don’t have to stop working when you start collecting Social Security. But depending on your age and earnings, continuing to work can affect your benefits, taxes, and Medicare costs. Here’s what retirees need to know.

Should federal employees invest outside the TSP? Learn when an IRA makes sense, compare Roth and Traditional options, and maximize retirement savings.