Wikimedia Commons

The Index: 2020 Edition

A guide to the most important and relevant Retirement Planning columns of the past 14 years.

Not only is it the start of a new decade, but the year is 2020, which should be a reminder that we need a clear vision for the future. So, in an effort to sharpen the focus of my annual Retirement Planning index and make it a more powerful tool, I’ve rearranged the list to focus not on a huge list of columns, but the best of the best over the past 14 years.

As always, I hope these columns will help you set your sights on a new chapter of life in which you grow bolder

GENERAL RETIREMENT PLANNING

Solving the Health Plan Puzzle October 31, 2019

Thinking About the Unthinkable August 22, 2019

It’s Time for Change: Make Your Voice Heard July 11, 2019

Do You Need a Financial Adviser? February 14, 2019

How to Seek Help and Advice January 24, 2019

Taking Stock of Your TSP January 10, 2019

The Secrets to a Financially Secure Retirement November 29, 2018

4 Ways to Stop Procrastinating October 24, 2018

Pop Quiz: Can You Tell Truth From Fiction in Federal Retirement? October 11, 2018

What Does That Word Mean? July 26, 2018

A Healthy Tax Advantage July 5, 2018

Avoiding Tax Pitfalls June 7, 2018

Where Retirement Benefits Came From April 12, 2018

Divorce and Your Benefits February 8, 2018

What You Need to Know About Your Health Insurance Choices November 9, 2017

A Retirement Guide for Every Stage of Your Career August 11, 2016

Breaking Up Is Hard To Do March 10, 2016

Is FERS Better? Readers Weigh In January 29, 2015

One Big Advantage of Retiring June 5, 2014

A Different Path for Women January 7, 2014

EARLY CAREER

Don’t Let Your Mind Get In the Way of Smart Decisions June 13, 2019

Buy This and Hope You Don't Get Your Money's Worth June 6, 2019

What If New Employees Were Offered a Bunch of New Benefits? May 23, 2019

Can You Count on Social Security? April 18, 2019

Financial Lessons from the Shutdown February 7, 2019

Cutting Through the Open Season Jargon November 15, 2018

When Can You Retire? October 5, 2017

Weighing Your Life Insurance Options July 13, 2017

Your Money and Your Life Insurance July 6, 2017

Can You Retire at 45? May 18, 2017

Life Changes and Benefits Changes May 4, 2017

What Happens When You Say 'I Do' March 5, 2015

Neither CSRS nor FERS February 5, 2015

Is the Grass Really Greener? February 14, 2014

Don’t Go, Please Stay February 6, 2014

To Stay or Not To Stay in Government January 31, 2014

Retirement 101: Start Planning Now September 20, 2013

Need Money? Save Your Sick Leave July 6, 2012

MIDCAREER

Paying Your Way to a Bigger Benefit September 19, 2019

Five Tips to a Quicker Retirement September 5, 2019

Let It Be, Roll It Over, Move It or Cash It Out July 25, 2019

The Confusing Factor in Calculating Your Retirement Benefit April 25, 2019

6 Myths About Federal Retirement Benefits November 8, 2018

When Life Takes an Unexpected Turn April 5, 2018

Resigning Instead of Retiring March 15, 2018

Retiring Sooner Than You Expected February 15, 2018

Thinking About Getting Out of Government? Here’s What You Need to Know July 27, 2017

The Perils and Pitfalls of Retiring Really Early May 25, 2017

Buying a Bigger Retirement Benefit April 14, 2016

Are You Getting the Credit You Deserve? April 7, 2016

How Divorce or a Job Change Could Derail Your Financial Plan October 29, 2015

Leaving Government Now and Taking Retirement Later March 26, 2015

The Mystery of the Vanishing Service Credit August 2, 2013

Midcareer Checklist July 12, 2013

How Much Do You Deserve? May 25, 2012

PRE-RETIREMENT

Work Long and Prosper November 14, 2019

The Next Generation of Long Term Care Insurance October 24, 2019

Best Dates to Retire 2020 September 12, 2019

3, 2, 1...Retire! August 8, 2019

Achieving Financial Independence July 4, 2019

Life and Death Benefits Decisions June 20, 2019

Separating Fact and Opinion May 30, 2019

The FERS Supplement: Q&A May 16, 2019

De-Stressing the Retirement Process April 4, 2019

Federal Retirement Facts: A True-False Quiz February 21, 2019

If You’re Confused About Survivor Benefits, You’re Not Alone December 20, 2018

Ready to Go? Here’s What You Need to Do First October 18, 2018

More Things To Consider When Making Your Annuity Election July 19, 2018

The Benefits of Retirement Counseling May 24, 2018

Keep These Documents Handy November 22, 2017

The Final Countdown: Filing the Papers November 16, 2017

Are You Mentally Prepared for Retirement? October 12, 2017

Leave Calculations April 27, 2017

What Is the FERS Supplement Worth? October 6, 2016

Is Phased Retirement For You? July 21, 2016

Retirement With Training Wheels July 14, 2016

Comparing Your Income Before and After Retirement June 23, 2016

What Is Your Full Retirement Age? November 14, 2013

Your Own Retirement Savings Plan August 9, 2013

Best Date to Retire Tips March 9, 2012

POST-RETIREMENT

Turning On Your Retirement Benefits August 29, 2019

What Happens to Your Retirement Paperwork August 15, 2019

Big Changes Are Coming to the TSP August 1, 2019

Why You Might Want to Take Social Security Early July 18, 2019

Live Long and Prosper June 27, 2019

The Key to a Happy Retirement May 9, 2019

Weighing the Social Security Benefit Decision March 14, 2019

Answers to Questions You Hope You Never Need to Ask January 31, 2019

Medicare Disadvantage August 30, 2018

The Most-Asked Federal Retirement Question August 16, 2018

Retired, But Still Working August 9, 2018

It’s Not Just About the Money June 21, 2018

The Benefit That Already Can Be Cut May 31, 2018

Tax Assessments January 25, 2018

What Makes the FERS Supplement Special September 28, 2017

Two Medicare Questions You Need to Think About June 29, 2017

So You Want to Retire Overseas January 19, 2017

Paying a Medicare Penalty January 5, 2017

Money-Saving Medicare Tips November 10, 2016

Sometimes, Your Benefit Really Is Too Small May 26, 2016

The New Rules of the Social Security Game February 25, 2016

Changing Stakes on Claiming Social Security February 4, 2016

A Rude Annuity Shock July 2, 2015

Not Exactly Getting Rich May 7, 2015

Beware of Scams December 18, 2014

5 Things You Can Change After You Retire September 25, 2014

Cliff Divers, Worker Bees and Retirees in Training March 8, 2013

A New Retiree’s To-Do List February 1, 2013

X
This website uses cookies to enhance user experience and to analyze performance and traffic on our website. We also share information about your use of our site with our social media, advertising and analytics partners. Learn More / Do Not Sell My Personal Information
Accept Cookies
X
Cookie Preferences Cookie List

Do Not Sell My Personal Information

When you visit our website, we store cookies on your browser to collect information. The information collected might relate to you, your preferences or your device, and is mostly used to make the site work as you expect it to and to provide a more personalized web experience. However, you can choose not to allow certain types of cookies, which may impact your experience of the site and the services we are able to offer. Click on the different category headings to find out more and change our default settings according to your preference. You cannot opt-out of our First Party Strictly Necessary Cookies as they are deployed in order to ensure the proper functioning of our website (such as prompting the cookie banner and remembering your settings, to log into your account, to redirect you when you log out, etc.). For more information about the First and Third Party Cookies used please follow this link.

Allow All Cookies

Manage Consent Preferences

Strictly Necessary Cookies - Always Active

We do not allow you to opt-out of our certain cookies, as they are necessary to ensure the proper functioning of our website (such as prompting our cookie banner and remembering your privacy choices) and/or to monitor site performance. These cookies are not used in a way that constitutes a “sale” of your data under the CCPA. You can set your browser to block or alert you about these cookies, but some parts of the site will not work as intended if you do so. You can usually find these settings in the Options or Preferences menu of your browser. Visit www.allaboutcookies.org to learn more.

Sale of Personal Data, Targeting & Social Media Cookies

Under the California Consumer Privacy Act, you have the right to opt-out of the sale of your personal information to third parties. These cookies collect information for analytics and to personalize your experience with targeted ads. You may exercise your right to opt out of the sale of personal information by using this toggle switch. If you opt out we will not be able to offer you personalised ads and will not hand over your personal information to any third parties. Additionally, you may contact our legal department for further clarification about your rights as a California consumer by using this Exercise My Rights link

If you have enabled privacy controls on your browser (such as a plugin), we have to take that as a valid request to opt-out. Therefore we would not be able to track your activity through the web. This may affect our ability to personalize ads according to your preferences.

Targeting cookies may be set through our site by our advertising partners. They may be used by those companies to build a profile of your interests and show you relevant adverts on other sites. They do not store directly personal information, but are based on uniquely identifying your browser and internet device. If you do not allow these cookies, you will experience less targeted advertising.

Social media cookies are set by a range of social media services that we have added to the site to enable you to share our content with your friends and networks. They are capable of tracking your browser across other sites and building up a profile of your interests. This may impact the content and messages you see on other websites you visit. If you do not allow these cookies you may not be able to use or see these sharing tools.

If you want to opt out of all of our lead reports and lists, please submit a privacy request at our Do Not Sell page.

Save Settings
Cookie Preferences Cookie List

Cookie List

A cookie is a small piece of data (text file) that a website – when visited by a user – asks your browser to store on your device in order to remember information about you, such as your language preference or login information. Those cookies are set by us and called first-party cookies. We also use third-party cookies – which are cookies from a domain different than the domain of the website you are visiting – for our advertising and marketing efforts. More specifically, we use cookies and other tracking technologies for the following purposes:

Strictly Necessary Cookies

We do not allow you to opt-out of our certain cookies, as they are necessary to ensure the proper functioning of our website (such as prompting our cookie banner and remembering your privacy choices) and/or to monitor site performance. These cookies are not used in a way that constitutes a “sale” of your data under the CCPA. You can set your browser to block or alert you about these cookies, but some parts of the site will not work as intended if you do so. You can usually find these settings in the Options or Preferences menu of your browser. Visit www.allaboutcookies.org to learn more.

Functional Cookies

We do not allow you to opt-out of our certain cookies, as they are necessary to ensure the proper functioning of our website (such as prompting our cookie banner and remembering your privacy choices) and/or to monitor site performance. These cookies are not used in a way that constitutes a “sale” of your data under the CCPA. You can set your browser to block or alert you about these cookies, but some parts of the site will not work as intended if you do so. You can usually find these settings in the Options or Preferences menu of your browser. Visit www.allaboutcookies.org to learn more.

Performance Cookies

We do not allow you to opt-out of our certain cookies, as they are necessary to ensure the proper functioning of our website (such as prompting our cookie banner and remembering your privacy choices) and/or to monitor site performance. These cookies are not used in a way that constitutes a “sale” of your data under the CCPA. You can set your browser to block or alert you about these cookies, but some parts of the site will not work as intended if you do so. You can usually find these settings in the Options or Preferences menu of your browser. Visit www.allaboutcookies.org to learn more.

Sale of Personal Data

We also use cookies to personalize your experience on our websites, including by determining the most relevant content and advertisements to show you, and to monitor site traffic and performance, so that we may improve our websites and your experience. You may opt out of our use of such cookies (and the associated “sale” of your Personal Information) by using this toggle switch. You will still see some advertising, regardless of your selection. Because we do not track you across different devices, browsers and GEMG properties, your selection will take effect only on this browser, this device and this website.

Social Media Cookies

We also use cookies to personalize your experience on our websites, including by determining the most relevant content and advertisements to show you, and to monitor site traffic and performance, so that we may improve our websites and your experience. You may opt out of our use of such cookies (and the associated “sale” of your Personal Information) by using this toggle switch. You will still see some advertising, regardless of your selection. Because we do not track you across different devices, browsers and GEMG properties, your selection will take effect only on this browser, this device and this website.

Targeting Cookies

We also use cookies to personalize your experience on our websites, including by determining the most relevant content and advertisements to show you, and to monitor site traffic and performance, so that we may improve our websites and your experience. You may opt out of our use of such cookies (and the associated “sale” of your Personal Information) by using this toggle switch. You will still see some advertising, regardless of your selection. Because we do not track you across different devices, browsers and GEMG properties, your selection will take effect only on this browser, this device and this website.