Employee Benefits Analysis Informational Library
At Employee Benefits Analysis, we create a customized retirement plan for you based on your values and beliefs about money, unique financial goals, and priorities.
Below, you will find a complimentary retirement guide covering timely financial topics and insights. We created this guide to help you assess your current investment and retirement strategies. We hope you find it helpful!
Social Security Guide
Employee Benefits Analysis presents a comprehensive Social Security Guide to help retirees maximize their benefits. This guide covers key topics like retirement age, spousal benefits, taxation, and recent legislative changes. Learn strategies to optimize your Social Security income and secure a comfortable retirement.
Best Dates to Retire
For government employees, retirement isn’t just about trading spreadsheets for seashells. It’s a strategic game of maximizing benefits, minimizing taxes, and ensuring a smooth transition into “No More Mondays.” Finding the best date to retire for each calendar year can be tricky. So, when is the best date to retire? To help you navigate this fiscal labyrinth, we developed a guide based on current information from the US Office of Personnel Management (OPM) to help determine the best date for you.
Your Guide to Retirement
5 Keys of Retirement Planning
Your Roadmap to Federal Retirement
Retirement can be similar to a roadway with places to stop, consider your choices, and rework previous decisions. While many potential retirees may find unexpected pitfalls on the path to retirement, Government employees can often be faced with additional hurdles. Knowing when to retire, what benefits to choose, what allocations to make, and even when to start planning can be a daunting task. Luckily, the path just got easier to navigate with this checklist in hand.