Sign Up for the Federal Retirement Newsletter
You can expect up-to-date news and topics that federal employees find useful in preparing for retirement. That may be federal news, employee benefits, or financial planning education.
How to Use PlanWell’s Resources
Learning Center
200+ 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.
Learn More About a Specific Federal Benefit
On the homepage, click on the icon to learn more about a single federal benefit. Each page will have dedicated posts to the individual benefit and a short summary below.
Sign Up for a Federal Retirement Workshop!
Federal retirement workshops designed to cover every benefit in only 3 hours.
Federal Benefits Report | FERS Retirement Estimate
Skip the webinar to get a fast track to your retirement. Sit with one of our ChFEBCs for one-on-one guidance. We offer a no-cost and no-obligation Federal Benefits Report that is based on your federal service. Our comprehensive, 22-page report covers everything you need to know in preparation for a federal retirement. At the end of the meeting, you get to keep the report. Includes estimate of: FERS, CSRS, TSP, survivor benefits, FEGLI, FEHB, Medicare, Social Security, sick leave conversion, annual leave payout, FLTCIP, and a list of action items.
Exclusive Federal Retirement Newsletter Designed for Active and Retired Federal Employees
Stay ahead in your financial planning journey with our exclusive weekly newsletter tailored for federal employees! Each issue delivers expert insights and practical tips on maximizing your FERS retirement benefits, navigating the Thrift Savings Plan (TSP), and leveraging specialized tools like the FERS retirement calculator. Discover strategies to boost your savings, make informed investment decisions, and secure your financial future. Sign up now to stay informed, empowered, and on track towards a prosperous retirement.
Reach Out to Us!
If you have additional federal benefit questions, contact our team of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Federal Employee Benefits Consultants (ChFEBC℠). At PlanWell, we are federal employee financial advisors with a focus on retirement planning. Learn more about our process designed for the career fed.
Preparing for federal retirement? Check out our scheduled federal retirement workshops. Sign up for our no-cost federal retirement webinars here! Make sure to plan ahead and reserve your seat for our FERS webinar, held every three weeks. Want to have PlanWell host a federal retirement seminar for your agency? Reach out, and we’ll collaborate with HR to arrange an on-site FERS seminar.
Want to fast-track your federal retirement plan? Skip the FERS webinar and start a one-on-one conversation with a ChFEBC today. You can schedule a one-on-one meeting here.
