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GALEN BARGERSTOCK
CLINTON SMITH
LORRAINE CAMPBELL-TAYLOR
SHAWNA JONES
TINA NEESE
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Page 3 - Personal Information
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Page 4 - Employment Information
What department of the US Government do you work for?
What is your job title?
What was your date of hire?
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Do you have any specific questions about your retirement?
Page 5– Retirement Readiness Quiz
When you think about calculating and maximizing your pension, TSP, and Social Security, you:
Calculate? Maximize? I didn't know there would be math!
I haven't even thought about it; my retirement is hopefully planning itself, right?
Of course, I know exactly what I am doing. See for yourself.
Page 6 – Retirement Readiness Quiz
What steps have you taken to ensure that your spouse will be taken care of if something happens to you?
I have some cash buried in the backyard, and I drew a detailed map!
I have life insurance, pretty sure my beneficiary is still my ex, though.
I have taken every step I am aware of, but I would like to hear more.
Page 7 – Retirement Readiness Quiz
If someone told you FEGLI wasn't cost-effective after 50, would you say:
FEGLI? Is that some type of pasta?
I'm paying for it and a Netflix account I never use, not sure I need either of them.
I noticed it's more expensive now, but I haven't looked at it in a while.
Page 8 – Retirement Readiness Quiz
When someone you work with retires early, you:
See if I can get their parking space.
Give them a round of applause; they should have retired years ago.
Check the "Days Until I Retire" countdown that I have saved on my phone.
Page 9 – Retirement Readiness Quiz
There is a lot of paperwork to be completed to retire on time! How confident are you that you can get it finished on your own?
I'm not even confident I can complete this quiz on my own.
I'm somewhat confident, but I'm procrastinating, so I guess I will figure it out when I get there.
I am very confident, but I will want someone to help me fill out my "blue book."
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Home
About Us
GALEN BARGERSTOCK
CLINTON SMITH
LORRAINE CAMPBELL-TAYLOR
SHAWNA JONES
TINA NEESE
NICOLE VEHOVIC
Services
Media
Radio Show
Audiobook
Contact Us
800.985.3272