Helpful Downloads
Here you will find downloadable files that will help you plan for your future.
Free Downloads for your plan
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Federal Survivor’s Guide
Losing someone is hard enough without a maze of federal paperwork on top of it. This guide walks a survivingspouse, child, or executor through what happens to a federal employee’s or retiree’s benefits after a death —who to call first, which claims to file, and the deadlines that matter. Keep it with your important papers,…
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The Federal Retirement Roadmap
Retiring from federal service is one of the biggest financial transitions you will ever make — and one of the most paperworkheavy. FERS draws your income from three separate sources, each with its own rules, deadlines, and forms. This roadmapwalks you through what to do and when: the moves to make five years out, the…
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Monthly Budget Template
Use this worksheet to see how much money you spend this month. Then, use this month’sinformation to help you plan next month’s budget.
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2026 Tax and Contribution Guide
This quick reference guide provides tax brackets and key deductions, credits, and retirement plan contribution limits for 2026.
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Record of Important Documents
Record of Important documents is a downloadable file that will help you list and identify all your accounts and important financial information to help your loved ones in the case of your death or disability.
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Emergency Checklist
Whether you are referring to a disaster emergency supply kit or the FERS (Federal Employees Retirement System) career milestones, proper preparation is essential. Below are the checklists for both scenarios.
Other Premium Downloads
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Federal Survivor’s Guide
Losing someone is hard enough without a maze of federal paperwork on top of it. This guide walks a survivingspouse, child, or executor through what happens to a federal employee’s or retiree’s benefits after a death —who to call first, which claims to file, and the deadlines that matter. Keep it with your important papers,…
-
The Federal Retirement Roadmap
Retiring from federal service is one of the biggest financial transitions you will ever make — and one of the most paperworkheavy. FERS draws your income from three separate sources, each with its own rules, deadlines, and forms. This roadmapwalks you through what to do and when: the moves to make five years out, the…
-
Monthly Budget Template
Use this worksheet to see how much money you spend this month. Then, use this month’sinformation to help you plan next month’s budget.
-
2026 Tax and Contribution Guide
This quick reference guide provides tax brackets and key deductions, credits, and retirement plan contribution limits for 2026.
-
Record of Important Documents
Record of Important documents is a downloadable file that will help you list and identify all your accounts and important financial information to help your loved ones in the case of your death or disability.
-
Emergency Checklist
Whether you are referring to a disaster emergency supply kit or the FERS (Federal Employees Retirement System) career milestones, proper preparation is essential. Below are the checklists for both scenarios.