Please send me the
requested information.

*Mandatory Fields

We value your privacy. We never sell,
share or rent your info.

Have questions? Text 814-667-5590

Please send me the
requested information.

*Mandatory Fields

We value your privacy. We never sell,
share or rent your info.

Have questions? Text 814-667-5590

HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!


TSP Match
Failing to maximize the government’s TSP match is like leaving free retirement money on the table.


Delaying Contributions
Waiting too long to start contributing to the TSP drastically reduces retirement savings potential.


Neglecting FEHB
Opting out of FEHB during retirement can lead to significant healthcare costs and limited options later.


Misunderstanding FERS
Not fully understanding the FERS pension system can lead to missed benefits and incorrect retirement planning.


Survivor Benefit
Failing to elect survivor benefits can leave a spouse without income upon the federal employee’s death.


Retirement Date
Choosing the wrong retirement date can result in lost benefits and lower income.


Catch-Up Contributions
Failing to make catch-up contributions after age 50 means missing out on significant tax-deferred savings.


Healthcare Costs
Not planning for post-retirement healthcare expenses can drain retirement savings quickly.


Inflation
Ignoring inflation risks reduces the real value of retirement income over time.

CONTACT US

Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

CONTACT US


Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066


855-865-6250


www.unlockyourretirement.com


info@unlockyourretirement.com



Fee-based financial planning and investment advisory services are offered by WealthKare.com, Inc. – a fiduciary firm registered with the Securities and Exchange Commission. Insurance-related consulting, products, and services are offered through American Assets Financial Corp. WealthKare.com, Inc. and American Assets Financial Corp. are affiliated companies. The use of the term “tax-free” is limited to the federal income tax treatment of certain assets or planning strategies. It does not include exposures to state, local, or specialized taxes. The impact of taxes is unique to the financial situation of each individual or family and should be considered before engaging in any transaction. The WealthKare Investment Center and Bruce Smith are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.