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.
Short-Term Disability Insurance Guide
Why do I need it? How does it work? Where can I get it? WAEPA’s Short-Term Disability Insurance guide answers these questions and more to help Civilian Feds.
Consumer Assistance Guide
WAEPA’s Consumer Assistance Guide is designed to help you, the American consumer, spot scams and better protect yourself against fraud.
Federal Benefits for Mid-Career Employees
Format & Duration On Demand | 58 minutes Presented By Maureen Wilkin, Federal Benefits Specialist, on behalf of National Institute of Transition Planning, Inc. (NITP). Since 1984, NITP has provided...
Credit Reports, Credit Scores – What Does It All Mean?
Format & Duration On Demand | 38 minutes Presented By Karen Schaeffer, CFP®, on behalf of National Institute of Transition Planning, Inc. (NITP). Since 1984, NITP has provided high-quality benefits,...
Preparing for Financial Emergencies
Presented By: Karen Schaeffer, Certified Financial Planner®, on behalf of National Institute of Transition Planning, Inc. (NITP). Since 1984, NITP has provided high-quality benefits, financial planning and pre-retirement training to...
Financial Planning – A Family Affair
Are your kids good with money? Are your parents? How about your siblings? At some point, many of us face financial decisions related to a family member who didn’t plan. Join Karen Schaeffer,...
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...
Financial Wellness
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
5 min
Financial Wellness
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
3 min
Financial Wellness
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
5 min
Financial Wellness
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
3 min
Financial Wellness
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
4 Min
Financial Wellness
When a Rainy Day Fund is Not Enough
Have you ever heard that the only sure thing in life is change? There’s no better example than these current times to tell you that it’s true. That is why...
June 2, 2022
4 Min
Financial Wellness
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
2 Min
Financial Wellness
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
2 Min
Financial Wellness
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
3 Min
Financial Wellness
What is Financial Minimalism?
Embracing the principles of financial minimalism is about bringing clarity to your financial matters, making intentional money decisions and aligning your values with your spending. In a culture that values...
October 13, 2021
2 Min
