Articles

What You Need To Know About The Special Retirement Supplement

By Jay Shareef ChFEBC℠ and Chris Rhoads ChFEBC℠ For federal employees, the Special Retirement Supplement, also known as the SRS, is a useful tool that bridges the income for employees who retire after meeting their years of service requirement but are not yet eligible for Social Security. For employees under […]
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The Best Insurance Solutions for Federal Employees

By Jay Shareef ChFEBC℠ and Chris Rhoads ChFEBC℠   How much do you know about your life insurance options? As a federal employee, you’re likely automatically enrolled in the Basic plan offered by the Federal Employee Group Life Insurance (FEGLI) Program, which is free for eligible employees. But the Basic […]
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What Are The Benefits Of Military Buyback?

By Jay Shareef ChFEBC℠ and Chris Rhoads ChFEBC℠ If you served in the military, you may be eligible to receive credit for your military service through the Military Buyback Program. This program allows veterans with active-duty military service to receive credit for their military service that can be added to […]
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Why We Serve Federal Employees

By Jay Shareef ChFEBC℠ and Chris Rhoads ChFEBC℠  Just as you wouldn’t want a plumber wiring the electricity in your new home, you don’t want just anybody guiding you in your financial life. With something as important as your finances, you want to experience the peace of mind that comes […]
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Why I Became A Financial Advisor

By Jay Shareef ChFEBC℠ There are many reasons you probably chose your career. Maybe it was the excitement of future opportunities, the salary, or the flexibility. For me, my reason was simple: I saw too many people suffer the consequences of a failure to plan and decided to use my […]
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The Ultimate Guide To Financial
Planning For Federal Employees

By Jay Shareef ChFEBC℠  and Chris Rhoads  ChFEBC℠    Federal employees have access to benefit offerings and retirement plans that are unique to government workers. If you’re a federal employee, read about the basics of your benefits and retirement saving options and how they can fit into your overall financial […]
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How Federal Employees Can
Plan To Retire On Time

By Jay Shareef ChFEBC℠ Working for the federal government can set you up for a lot of success financially. After all, being able to retire after 30 years of service is something that most private-sector employees only dream of. Just because you are allowed to retire after 30 years doesn’t […]
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