Private Sector Information

Financial Planner or Advisor What's the Difference

Financial Advisor or Financial Planner: What’s the Difference?

Are there key differences between financial advisors and financial planners? Learn about certifications, roles, and what to look for in your financial journey.

Tax Changes Ahead: Your Guide to 2025 Tax Brackets

Tax Changes Ahead: Your Guide to the 2025 Tax Brackets There’s a moment in every retiree’s or soon-to-be retiree’s financial journey when capturing every last

TEPSLF Guide 2025: Qualifying for Expanded Loan Forgiveness

TEPSLF Guide 2025: Qualifying for Expanded Loan Forgiveness Life for many borrowers hoping to eliminate their student debt through public service has certainly been full

2025-tsp-catch-up-contribution-limits

2025 TSP Contribution Limits & New Rules

The updated 2025 TSP contribution limits are out — The Internal Revenue Code has set limits on the amount you can contribute to the Thrift

HSAs and HRAs - What is a Health Reimbursement Arrangement (HRA) vs Health Savings Account (HSA)

HSA, HRA, and FSA Explained: Key Differences Between HSAs and HRAs

FEHB Guide for Feds: the key differences between HSAs, HRAs, and FSAs. Picking an HRA or HSA to cover certain health care expenses based on your needs.

federal-retirement-planning

August 2024 CPI Inflation Report: Consumer Price Index at 2.5%

August 2024 Inflation Update: Consumer Price Index (CPI) at 2.5% With the Federal Reserve lowering interest rates by half a percentage in September 2024, it

ROTH CONVERSIONS: 2023 IS A GREAT OPPORTUNITY

Roth Conversions: 2023 is a Great Opportunity After a down market like 2022, Roth conversions have become an important topic of conversation with our clients. There are several reasons for this:

Get the latest federal retirement planning & benefit updates.

Contact

Check the background of your financial professional on FINRA’s BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Please Note: When you link to any of the websites displayed within this website, you are leaving this website and assume total responsibility and risk for your use of the website you are linking to. We make no representation as to the completeness or accuracy of any information provided on these websites.

PlanWell Financial Planning, LLC is not affiliated with, endorsed by, or authorized to speak on behalf of the U.S. Government, OPM, the Federal Employee Retirement System, or any other federal agency benefits programs or retirement plans, including the Thrift Savings Plan (Federal Benefits Plans).

Securities and advisory services offered through Osaic Wealth, Inc., member FINRA , SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Representatives may not be registered to provide securities and advisory services in all states

© 2025 PlanWell Financial Planning

This site was crafted with care by Strong Roots Web Design.

Privacy Statement