Insights

Federal employees have multiple retirement benefits available to them, but the greatest value comes from understanding how those benefits work together. Explore key considerations for coordinating your FERS pension, TSP, Social Security, healthcare, taxes, and estate plan for retirement.

Stocks closed last week generally higher as tech and AI shares attracted investors, while Treasury yields continued to rise as a notable sell-off pulled bond prices lower. This result is likely due to traders trying to balance strong corporate earnings and solid economic momentum with stubborn inflation and the likelihood of additional Federal Reserve policy tightening.

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.

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.

No one likes to think about it. The idea of preparing your spouse for your death or incapacity feels uncomfortable at best and morbid at worst. But from a financial planning perspective, one of the greatest gifts you can give your partner is clarity.