savings

  • 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. 

  • Estate plan candidate: You may be richer than you think

    Having 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.

  • TSP: Can you afford to “play it safe?”

    When financial times get tough and a bull market rears its ugly head, many Thrift Savings Plan investors head for the safety of the bond index F Fund or, more likely, the super-safe never has a bad day G Fund.

  • How ’safe’ is playing it safe in the TSP?

    When financial times get tough and a bear market rears its ugly head many Thrift Savings Plan investors head for the safety of the bond index F Fund or, more likely, the super-safe never has a bad day G-fund.

  • 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…

  • TSP millionaire population boom

    With more federal workers and retirees with million dollar-plus Thrift Savings Plan accounts, it is worth examining what qualities those individuals tend to have in common.

  • Financial resolutions for the New Year

    Host Bob Leins welcomes John Jilek, Certified Financial Planner to talk about how to approach financial planning in the new year.

  • Open Season with AETNA Federal plans

    Join our hosts Bob Leins and John Elliott as they welcome Tom Bernatavitz, Vice-President of Aetna Federal Plans to the studio. This is another in our series of weekly shows devoted to the range of health insurance plans available to Feds during Open Season.

  • John Pendleton: Pentagon falling short of savings target

    According to the Government Accountability Office, the savings strategies the Defense Department has briefed to Congress aren’t detailed enough to come up with a meaningful evaluation.

  • TSP investors get a bargain in 2014

    Retirement plan participants last year paid less than 29 cents in administrative costs for every $1,000 they invested, the Federal Retirement Thrift Investment Board’s Kim Weaver told Francis Rose.