Federal Employees Info

Federal-Employee-Financial-Planner

OPM Retirement Backlog Near Lowest in 2023 – Federal Retirement Update

OPM Retirement Backlog Near Lowest Level in November 2023 – Federal Retirement Application Update Federal employees looking to retire can breathe a sigh of relief

Federal-Employee-Financial-Planner

Maximizing Your Tax Benefits in 2023: Tips for Tax-Loss Harvesting

Maximizing Your Tax Benefits in 2023: Tips for Tax-Loss Harvesting There are silver linings with every up and down market. In 2023, asset classes have

Federal-Retirement-Webinar

2024 Medicare Part B Premium and Deductible Increases by 6%

2024 Medicare Part B Premium and Deductible Increase: What You Need to Know For millions of Medicare beneficiaries, 2024 brings about changes to Medicare Part

Federal-Employee-Financial-Planner

Medicare Advantage (Part C) vs Medicare Supplement (Medigap) – Which Is Best For You?

Medicare Advantage (Part C) vs Medicare Supplement (Medigap) Medicare Advantage (Part C) and Medicare Supplement Insurance Plans also known as Medigap are crucial elements to

Federal-Employee-Financial-Planner

Navigating Medicare: Understanding Special Enrollment Periods (SEP) for Part B

Navigating Medicare: Understanding Special Enrollment Periods (SEP) Medicare, the federal health insurance program for Americans aged 65 and older, provides various benefits, including coverage for

Financial-Advisor-For-Federal-Employees

Thrift Savings Plan (TSP): Major Changes to the I Fund Benchmark Index in 2024

Thrift Savings Plan (TSP): Major Changes to the I Fund Benchmark Index in 2024 In a significant move that will impact the investment choices of

Get the latest federal retirement planning & benefit updates.

Contact

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Please Note: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided on these websites.

PlanWell Financial Planning, LLC is not affiliated with, endorsed by, or authorized to speak on behalf of the U.S. Government, OPM, the Federal Employee Retirement System, or any other federal agency benefits programs or retirement plans, including the Thrift Savings Plan (Federal Benefits Plans).

Securities and advisory services offered through Osaic Wealth, Inc., member FINRA , SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Representatives may not be registered to provide securities and advisory services in all states

© 2025 PlanWell Financial Planning

This site was crafted with care by Strong Roots Web Design.

Privacy Statement