Resources for Federal Employees
No matter where you’re at in your federal career, explore our resources and topics exclusively for Feds so you can feel secure along all the stages of your journey.
Hybrid Work and the Hidden Impact to Your Finances Guide
This guide is designed to help current and former Civilian Federal Employees navigate their new work-life normal. With many organizations adopting a hybrid work model for employees, there are several key budget line items for employees to consider.
Consumer Assistance Guide
WAEPA’s Consumer Assistance Guide is designed to help you, the American consumer, spot scams and better protect yourself against fraud.
Credit Reports, Credit Scores – What Does It All Mean?
Date & Time Wednesday, February 21, 2024 | 2:00 – 3:00 p.m. ET Presented By Karen P. Schaeffer, CFP®, on behalf of National Institute of Transition Planning, Inc. (NITP). NITP...
Considering a Financial Planner?
Date & Time Wednesday, August 16, 2023 | 2:00 – 3:00 pm ET Presented By Joe Sullender, CFP®, on behalf of National Institute of Transition Planning, Inc. (NITP). NITP provides...
How to Create a Budget in 8 Steps
Having and sticking to a budget is an important component in achieving your financial goals. However, creating a budget can be daunting, especially if you’ve never done so. Follow this...
9 Steps You Can Take Now to Help with Inflation
The impact of inflation is being felt in almost every aspect of everyday life. Necessities are more expensive than ever and challenging to absorb for many people’s individual and family...
10 Quick Consumer Tips
No matter how smart or experienced we are, spotting scams and fraud can be difficult. The key to avoiding consumer problems is to always be alert for shady deals and...
10 Financial Goals to Reach By Age 40
In the modern world, there are so many different distractions in our lives that we can quickly, and easily, lose focus of our future financial wellness. Once we hit our...
9 Financial Goals to Reach By Age 30
You’re starting to lay the foundation for your financial future and success. Here are some simple goals that you should aim to reach by the time you are thirty. When...
Improve Your Finances with a Financial Fast
In today’s world, where we are constantly bombarded with advertisements and encouraged to spend money, it can be difficult to take a step back and assess our spending habits. A...
July 25, 2023
A New Law Could Boost Your Retirement Savings
The SECURE 2.0 Act builds on an earlier law intended to strengthen Americans’ ability to save for a financially secure retirement. Here are just a few highlights of what’s changed,...
June 7, 2023
What is Financial Wellness (and Why Does it Matter)?
The state of our finances is top of mind for many of us, particularly with the rising cost of living in recent years. Now, more than ever, investing in your...
April 21, 2023
When Is Life Insurance Taxable? Four Scenarios to Consider
While life insurance is typically not taxable, there are some notable exceptions that could play a role and are important to consider regarding any life insurance policy and benefit.* 1....
March 23, 2023
Living in the Sandwich Generation
What Is the Sandwich Generation? The “Sandwich Generation” refers to individuals who are “sandwiched” between their children (young and adult children) and their aging parents. Frequently these individuals are put...
January 4, 2023
Family Plan: Yours, Mine, or Ours?
In life, when deciding on major milestones, having a plan is key. A plan allows you to not only stay on track with your goals, but helps you achieve them...
September 8, 2022
Your Next Big Move? Buying a Home!
Buying a home for the first time is an exciting life event with great expectations. If you just started the process of purchasing a house – whether this is your...
August 11, 2022
Seven Steps to Financial Independence
Financial independence is about not having to rely on other people (such as your parents) or lending institutions (such as banks, savings and loans or credit unions) for financial security....
April 18, 2022
Building Financial Wellness in the Year Ahead
Being “good with money” is about more than making sure your bills are paid. It’s about understanding your relationship with money and being curious about how to better manage your...
January 20, 2022
Do I Need Life Insurance if I Have a 401(k)?
There are multiple ways to plan for your family’s financial future. Two of the most popular ways are through a 401(k) or life insurance. In 2021, roughly half of all...
December 8, 2021