Financial Education For Private Sector and Federal Employees
Click on Each Icon to Learn More
Latest Articles
Retirement Tax Havens: Exploring States with Tax-Free Retirement Income
Best States to Retire: Tax-Free Retirement, Cost-of-Living, and Quality of Life Uncovering a sanctuary where state tax authorities don’t touch your retirement income is the ultimate way to a more secure and comfortable retirement. The prospect of keeping more of your Social Security, pension, and retirement savings isn’t merely wishful
As Featured In
100+ articles on federal benefits & financial planning. The learning center has a dedicated spot just for Feds. There is a wealth of information in our catalog of articles. We hope you find some hidden gems in there. Our Financial Planners have uncovered lots of “secrets” the industry wants you to pay for. We believe everyone should have access to this information not just the wealthy.
Checkbook’s FEHB comparison tool allows you to easily sort through 158 FEHB plans and how Medicare Part B will integrate with your FEHB plan. Use our promo code “PLANWELL” to get 20% off the Guide to Health Plans for Federal Employees.