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Estate Planning for Federal Employees: Protecting Your Assets and Beneficiaries
Estate planning is a critical aspect of financial security, especially for federal employees who have unique retirement benefits and potential estate tax considerations. By carefully considering the following factors, you can ensure that your assets are protected and your beneficiaries receive the intended inheritance. Federal Benefits and Estate Taxes Federal employees often have retirement plans … Read more
The Federal Ballpark Estimate: A Tool to Project Your Retirement Income
Planning for retirement is crucial, and one of the most important aspects of this planning is projecting your retirement income. Fortunately, there are tools designed to help make this process easier and more accurate. One such tool is the Federal Ballpark Estimate (FBE). This tool, provided by the Office of Personnel Management (OPM), is specifically … Read more
TRAK Reports: How To Enhance Your Retirement Planning
Retirement planning can be complex, especially when it comes to accurately projecting future income and determining the best savings strategies. While there are many tools available for individual use, such as the Federal Ballpark Estimate, sometimes it is beneficial to seek professional assistance. Advanced Capital Management offers a valuable service by running a TRAK Report … Read more
Social Security for Federal Employees: How Does it Work and What to Expect
Social Security is a crucial component of retirement planning for many Americans, including federal employees. However, the integration of Social Security with federal retirement systems can be complex and sometimes confusing. This article aims to demystify how Social Security works for federal employees and what they can expect. Understanding the Basics Federal employees are covered … Read more
Decoding the Thrift Savings Plan (TSP): Your Guide to Investment Options and Contribution Strategies
When it comes to planning for retirement, understanding your investment options and contribution strategies is paramount. For federal employees and members of the uniformed services, the Thrift Savings Plan (TSP) stands as a cornerstone in building a secure financial future. Yet, navigating the TSP landscape can be daunting without proper guidance. In this blog, we’ll … Read more
Navigating Federal Retirement: Understanding FERS vs. CSRS
As a federal employee, retirement planning is a crucial aspect of your financial future. Among the many considerations you’ll face, understanding the difference between the Federal Employees Retirement System (FERS) and the Civil Service Retirement System (CSRS) is paramount. These retirement systems have distinct features, eligibility criteria, and implications for your retirement benefits. So, let’s … Read more
The Prime Dates to Retire in 2024: A Guide for Future Federal Retirees
The Best Dates to Retire in 2024 Planning your retirement is like planning a dream vacation—you want everything to fall into place perfectly. But unlike a vacation, retirement comes with financial implications that require careful consideration. At Advanced Capital Management, we know that it’s about understanding the interplay between personal goals, market conditions, and regulatory … Read more
Navigating the Future: The Importance of Federal Employee Income Planning Before Retirement
As the golden years approach, federal employees stand at a crossroads, transitioning from the hustle and bustle of their professional lives to the serenity of retirement. While the prospect of retiring is undoubtedly exciting, it brings with it a myriad of financial considerations that demand careful planning. In this blog post, we will explore the … Read more
Reasons to work with FRC Federal Retirement Consultant when Retirement planning
Working with a Federal Retirement Consultant (FRC) can offer several advantages when planning for retirement, especially for individuals covered by federal retirement systems like the Federal Employees Retirement System (FERS) or the Civil Service Retirement System (CSRS). Here are some reasons to consider working with an FRC: Before selecting a Federal Retirement Consultant, it’s important … Read more
Crash-Proof Your Retirement with Fixed Index Annuities: Secure Your Future
Retirement planning is a journey that requires careful consideration and strategic thinking. As you look ahead to your golden years, it’s only natural to want financial security, especially in a world filled with economic uncertainties and market volatility. One powerful tool that can help you achieve this peace of mind is the Fixed Index Annuity … Read more
Find Retirement Planning Strategies Today to Enjoy Life Tomorrow
Florida, Texas, Tennessee, Ohio, Pennsylvania, Michigan, Maryland, Wisconsin, Indiana, & Nevada. Your ACM professional will work closely with you to create a comprehensive insurance based financial solution, that exceeds your financial goals. Drawing on a wide range of disciplines, we craft a long term personalized plan that ensures your assets work in concert, carefully preserving principal and maximizing return for you and your family. Call us today to get your 20-minute benefits review and get specialized access to guaranteed insurance-based financial solutions.
