financial planning

  • Shutdown lessons (not) learned: Clinton, Obama, Trump and Starbucks

    The typical federal worker has been through at least four shutdowns. Another may happen as soon as this month, so we asked a long-time U.S. Postal Service worker in Florida and financial coach, to dig into his memory bank.

  • Your 2019 fed must-do calendar

    To kick off the new year, Abraham Grungold in the U.S. Postal Service’s Office of the Inspector General, also a financial coach, developed this must-have calendar for feds and retirees.

  • How not to time the stock market: A guide

    The U.S. stock market was down 4.21 percent last week or about $1.3 trillion. If you are invested in the Thrift Savings Plan’s C and S funds, that means you, too.

  • Roth vs. Traditional IRA – Which is better for your retirement savings?

    Host Bob Leins, CPA® welcomes Joel Cundick, CFP®, AIF®, APMA® for a discussion on Individual Retirement Accounts.

  • Back to school financial planning

    Join our host, Bob Leins, CPA® as he welcomes Karen Schaeffer, CFP®, who specializes in financial planning for Federal government employees, and Megan Schaeffer, Estate Planning Attorney. 

  • FERS retirement mode: a checklist

    Guest columnist Abraham Grungold, a federal employee and burgeoning financial coach in Florida, offers his federal employee retirement planning checklist.

  • Estate planners: Are you richer than you think?

    A secure financial future is even more likely if you know where you are now and where you are heading, as you get closer to that magic time when you could retire.

  • Financial literacy: Small changes that make a big difference

    Subscribe to For Your Benefit’s daily audio interviews on Apple Podcasts or PodcastOne. Insight by NITP, Inc April 9, 2018 – Host Bob Leins welcomes Karen Schaeffer, Certified Financial Planner®.  In honor of Financial Literacy Month, Karen will…

  • Happy birthday bull market, now what?

    Senior Correspondent Mike Causey examines why feds sometimes have to tighten their belts for the first few months of retirement.

  • The bull market: How long can it last?

    How long will the current bull market last and what should you do to prepare for the inevitable correction? Find out when certified financial planner Arthur Stein joins host Mike Causey on this week’s Your Turn radio show. March 14, 2018