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Estate Planning

May 31, 2024 12:00 PM EDT

one-on-one financial counseling


Retirement Planning for Federal Employees

Jun 28, 2024 12:00 PM EDT

Serving Govt Employees

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The Institute for Financial Awareness is a 501(c)(3) nonprofit organization dedicated to spreading financial awareness by providing free educational resources available to everyone.

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Our network of volunteers have an in depth understanding of Taxes, Estate Planning, Social Security benefits, Federal Employee Benefits, Real Estate, Mortgage Planning, Retirement Planning and all insurance products and investment vehicles. 

From our interactive group workshops to one-on-one counseling we can help get you the information you need to ask the questions you need to ask, then we’ll answer those too. We’ll sit with you to discuss your particular needs and build a strategy that works with your long-term goals.

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Latest Financial News

Best Dates for Federal Employees to Retire in 2024

More federal employees retire on December 31st than any other day of the year. This has to do with the accrual of annual leave and making sure you get the highest lump-sum payment possible for your use or lose annual leave. This also leads to a significant increase in...

How New 529 Plan Rules Can Help with Your Retirement Planning

Recent changes to the plans allow for the savings to be rolled into a Roth IRA, as long as certain rules are met, if a child decides not to pursue their education College 529 plans have been around for about 25 years. 529 plans derive their name from Section 529 of...

Can you transfer ownership of your home to a trust without violating the terms of your mortgage?

There is a federal law called the Garn-St Germain Act. Federal Regulations allow for transfers to trusts in which the transferor or a member of the transferor’s family is a beneficiary. For example, borrowers may transfer ownership of their primary residence to their...