Frequently Asked Questions:
Q: Do I need to be nearing retirement to get a report run?
A: No, our reports are beneficial for employees of all ages. Whether you are just starting with the government or you've been there for 30 years, our report will provide invaluable insights on your benefits and how you can best optimize them.
Q: What's the difference between this report and the report HR can run for me?
A: While HR can run you a similar benefits report, they take no time to explain what the contents mean. Additionally, your HR department is not licensed to talk about investments, so they cannot provide advice or recommendations on your Thrift Savings Plan (TSP) allocations. Overall, our report and educational process will give you a much more in-depth understanding of your benefits and how you may be able to best optimize them to retire sooner and potentially with more money in your pocket.
Q: Will this report tell me when I can retire?
A: Yes, this report will include information on when you are eligible to retire with full benefits based on your age and the number of years of service you have.
Q: How long does the report take?
A: We typically block out about 60 minutes to meet with you and review your report. This allows time for questions. If we do need additional time, we can always schedule a follow-up to continue our discussion.
Q: Can I refer my co-workers and friends?
A: Yes! We love to meet new federal employees. Feel free to share this webpage with them and have them schedule their report, or share their contact information with us and we can reach out to help them schedule their report!
