Search results

Something about this logic bothers me, but I can't put my finger on it: Basically, my co-worker says the spousal annuity option offered in the CSRS retirement system (with full COLA) is a great value because it is calculated on a "one time reduction to your base" and "not a percentage." For...

Then again, considering it's only about $6,000 a year difference to fund the full CSRS survivor annuity, can't one or the other of us work at a little part time job? I always thought I didn't want to be one of those agents who "retired" then started doing background investigations or some other...

Planner offered refund of part of the $500 fee after receiving my (polite) email that requested termination of services and detailed a few reasons why. So that's a good thing...though I am left with some sense of "buyer's remorse" anyway. Guess I really wanted Mr. X to be clearly competent...

or I am. I felt like I was in the Twilight Zone last night when I started reading the "Personal Financial Analysis" he presented. This consisted of about twenty pages total - some boilerplate re "Income Tax Planning" and investments that wasn't personal to us, and the rest pretty colored graphs...