PlanWell for Feds

Directions Website Contact the school

PlanWell for Feds We have been helping federal employees for 20+ years. We found that experts in federal retirement planning are few. That’s why we started PlanWell.

A financial planning firm focused on providing education and guidance for career federal employees. After helping Feds for 30+ years, we have seen a recurring theme: federal retirement planning is complex and confusing. Often, we see federal employees seek help from a Financial Advisor who is not qualified or lacks expertise in FERS, CSRS, FEGLI, FEHB, FLTCIP, SRS, and TSP. As a result, costly mistakes can be made for you and your family. Our team of CERTIFIED FINANCIAL PLANNER™ and Chartered Federal Employee Benefits Consultants (ChFEBC℠) specialize in retirement planning for federal employees. We are trained to provide guidance based on your federal service and financial situation. Sign up for our retirement planning webinars for federal employees today! FERS webinars that cover every benefit in under 3 hours.

How much of the FERS pension isn't subject to federal income tax in retirement?
03/16/2026

How much of the FERS pension isn't subject to federal income tax in retirement?



Is your federal employee retirement benefit fully taxable? No! A small prorated portion of your FERS pension are not subject to tax by IRS. On a federal level at least, most of the pension benefits are taxed, though,

03/13/2026

David talks about the bloated backlog of pending FERS applications at OPM

If you're retiring from the government by the end of the year - here's your complete checklist:
02/27/2026

If you're retiring from the government by the end of the year - here's your complete checklist:



Planning to retire by the end of the year? Ensure a secure federal retirement with our FERS checklist! Understand your retirement plan coverage as a federal employee.

Recent bill is pushing for federal employees to receive 4.1% pay raise in 2027.
02/19/2026

Recent bill is pushing for federal employees to receive 4.1% pay raise in 2027.



The FAIR Act proposes a 4.1% federal pay raise for federal employees in 2027. See details on the potential pay increase. If it doesn't pass, any raise would probably be decided by an executive

Learn about your TSP and retirement planning at Friday's 1 hr. lunch and learn webinar about the Thrift Savings Plan.   ...
02/18/2026

Learn about your TSP and retirement planning at Friday's 1 hr. lunch and learn webinar about the Thrift Savings Plan.



Registration Page 3: Learn about your thrift savings plan! This one-hour TSP webinar is for federal employees & retirees. Maximize your retirement savings and investment plan.

02/10/2026

Federal employees - don't make this mistake when investing for retirement

OPM’s retirement backlog is still creating delays for new retirees, especially for anyone submitting a paper package. Th...
02/09/2026

OPM’s retirement backlog is still creating delays for new retirees, especially for anyone submitting a paper package. The new Online Retirement Application is helping streamline the process, but clean, accurate forms remain the biggest factor in avoiding long waits for your full pension.



Explore recent OPM federal retirement backlog issues: processing delays, application surges impacting feds, and retirement application timelines for those retiring from federal agencies in 2026.

Don't forget to register for Friday's federal retirement webinar, covering FERS, the TSP, FEGLI, and more.
02/02/2026

Don't forget to register for Friday's federal retirement webinar, covering FERS, the TSP, FEGLI, and more.



Enroll in our FERS Webinar to learn about Pension, Survivor, Supplement, FEHB, FEGLI, and FLTC. Moreover, get better understanding on how your federal benefit partners with Medicare and Social

This quick guide for federal employees breaks down what to look for so you can choose someone who’s truly qualified to h...
01/29/2026

This quick guide for federal employees breaks down what to look for so you can choose someone who’s truly qualified to help you retire with confidence -



How to choose a Financial Advisor for Federal Employee Retirement Planning. Financial planning, specializing in federal employee pensions, TSP, and other benefits.

Need to develop a new investment strategy for your TSP?
01/27/2026

Need to develop a new investment strategy for your TSP?



Need to start building your Thrift Savings Plan strategy? Learn expert advice for federal employees about TSP investment strategy and grow your federal retirement savings.

Address

10701 PARKRIDGE Boulevard STE 130
Reston, VA
20191

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Alerts

Be the first to know and let us send you an email when PlanWell for Feds posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The School

Send a message to PlanWell for Feds:

Shortcuts

Share

Category