WAEPA’s CEO Shares Tips for End-of-Year Planning
For Your Benefit
by wfedstaff
13h ago
December 12, 2022 on ForYourBenefit, our host Bob Leins, CPA®, welcomes M. Shane Canfield, CEO, WAEPA.  As the year comes to a close, it is a time to reflect and to look ahead.  Shane will offer thoughts on preparing for the year(s) ahead. Current landscape Planning for the year ahead Preparing for the unexpected Thinking about insurance needs Post Open Season considerations WAEPA Resources For questions or comments, email us in advance at ForYourBenefit@nitpinc.com ..read more
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Work/Life Balance
For Your Benefit
by wfedstaff
1w ago
December 5, 2022 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Patti Hudson, Lifetime Health and Fitness Expert. What is work/life balance?  Does it exist? If it does, how do we achieve it? Work/life balance is defined simply as, “proper prioritizing, between work life and personal life.”  Remember the proverb, “all work and no play makes Jack a dull boy?”  While this proverb is not new, the concept of work/life balance is relatively new.  It became a concept when technology revolutionized the workplace making it more accessible with emails, computers, and cell phon ..read more
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Bene’s & Buck’s
For Your Benefit
by wfedstaff
2w ago
November 28, 2022 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Tammy Flanagan, Senior Benefits Director NITP, and Karen Schaeffer, CFP®.  Karen and Tammy will discuss the retirement topics that cross the line.  The line between your Federal benefit decisions and your financial planning, that is! Is Medicare Part B necessary and if so, how do you present this information to your clients/students? Social Security claiming strategies: Early or later? Survivor benefit elections Determining the need for life insurance at pre-retirement Is LTC insurance for everyone?  H ..read more
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The Consumers’ CHECKBOOK Guide and FEHBP Open Season with Walton Francis
For Your Benefit
by wfedstaff
3w ago
November 21, 2022 on ForYourBenefit, our hosts Bob Leins, CPA®, and Tammy Flanagan, Senior Benefits Director NITP, welcome insurance expert and author Walton Francis and his colleague Kevin Moss to talk about FEHBP Open Season.  The Consumers’ CHECKBOOK Guide shows that most families can save $2,000 or more by selecting better plan choices. Francis and Moss are the principal authors of both online and print versions of Consumers’ CHECKBOOK Guide to Health Plans for Federal Employees.  The Guide gives you vital insurance information that you cannot get from any other source.  It ..read more
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The Economics of Estate Planning – Living and Dying in a Post-Covid World
For Your Benefit
by wfedstaff
1M ago
November 14, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Marc Levine, Esquire, and Lacey Yegen, Esquire. With the recession in mind, why is it important to have estate planning documents in place?  Are they worth the investment?  Today’s program will discuss what it is like, financially, when someone becomes incapacitated, and no one is authorized to help. What banks and health care providers are likely to do What banks and health care providers are legally obligated to do What it takes to prepare a guardianship, if necessary Today’s guests will also discuss practical iss ..read more
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Let’s Talk TSP
For Your Benefit
by wfedstaff
1M ago
November 7, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®, and Kaitlin Schaeffer Yardley, CFP®.  There is certainly a lot to talk about on the topic of TSP.  Join our guests as they discuss the following: The new terminology for making investment changes The importance of double checking your beneficiary designations The Mutual Fund Window What’s going on with the I Fund? How to make allocation decisions when the market is so volatile For questions or comments, email us in advance at ForYourBenefit@nitpinc.com ..read more
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Choosing the Best Plan During Open Season
For Your Benefit
by wfedstaff
1M ago
October 24, 2022 on ForYourBenefit, host Bob Leins, CPA® and co-host Tammy Flanagan, Senior Benefits Director at NITP, Inc. welcome back Paula S. Jakub, RHU; CEO at The American Foreign Service Protective Association, sponsor of the Foreign Service Benefit Plan. Today’s topic will focus on things to consider during Federal Open Season and how to get the most out of the health plan you choose.  Paula is a Subject Matter Expert in Federal Health Insurance and serves on the adjunct faculty of the Foreign Service Institute.  Paula will discuss: FEHB PROGRAM COVID-19 Impact on Healthcare ..read more
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Inflation Strategies
For Your Benefit
by wfedstaff
2M ago
October 17, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Brian Kurrus, CFP® to talk about inflation. High inflation, how did we get here? What is the Federal Reserve doing to fight inflation? How does Federal policy affect stock and bond markets? What are the best investment options to combat inflation? How should you plan for inflation in retirement? For questions or comments, email us in advance at ForYourBenefit@nitpinc.com ..read more
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Do You Understand Your Service Computation Dates? (You Have More Than One)
For Your Benefit
by wfedstaff
2M ago
October 10, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Bob Braunstein, Federal Benefits Specialist.  Service Computations Dates (SCDs) are used to determine the amount of government service creditable toward eligibility for a specific benefit or entitlement.  They do not necessarily reflect a specific date (but they could).   SCDs often establish a “virtual” starting date for continuous creditable service for a benefit.  While all your SCDs could be the same chronological date, they frequently are not. Today’s program will answer: What are my primary SCDs ..read more
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What You Need to Know
For Your Benefit
by wfedstaff
2M ago
October 3, 2022 on ForYourBenefit, host Bob Leins, CPA® welcomes Mercedes Johnson, Federal Benefits Specialist.  Open Season will run from Monday, November 14 – Monday, December 12, 2022.  If you are wondering why it is important to understand and participate in Open Season, tune in to this broadcast. Which programs participate in Open Season? What changes can be made? What are the effective dates for enrollments and changes? Are there any limitations for annuitants during Open Season? Why would an employee want to change Premium Conversion Status during Open Season? What happens if ..read more
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