How long are the appointments?
Generally 1 hour for a regular retirement. For medical retirements, there is one appointment that is 1 hour, and a second appointment that is 2 hours.
Do I need to bring all of my forms?
Yes, gather as much information as possible to have the most accurate calculation possible. If you are unable to find a specific form, we will do our best to work around it.
May I bring my spouse to the appointment with me?
Yes, it is definitely best to bring your spouse. There is a lot of information that we will cover, and it is helpful to have someone else there with you.
What if I decide not to retire immediately?
That's ok. We can keep your information on file. Then, when you decide you are ready, give us a call. We can then complete the forms, give them to you in a very short, 15 minute appointment. Then you can turn them in, in a timely manner.
I came and saw you a few years ago for a calculation, my pay and other things have changed and I am curious what I would make in retirement now. Can you recalculate my projected retirement now with the new information?
Yes, I can recalculate your information and give you an updated retirement projection, with a fee of $50 payable with cash or major credit cards.
Can you calculate sick leave balances?
Yes, I can tell you what left over sick leave you will have to use before retirement.
Can you calculate CSRS Offset?
Yes, that is something I work with on a very regular basis.
Can you provide information on military buy back?
Yes, I will provide the forms and the information to complete the buy back process.
How soon before retirement should I have you calculate my retirement?
Six months is an ideal time frame. However, the sooner the better.
How long after my retirement date will I receive my first retirement check?
Generally between the sixth and eighth week you will receive your first partial check. By six months, you are in full retirement status.
Don and Linda M.