| Can I See A Sample Report?
Of Course
But first let's meet our hypothetical family.
49 year old John Jones and his wife Amy hail from Granite Bay California, where they still live. John, a CSRS, DFAS employee has 24 years and 9 months of credible service, and has accumulated 7 months worth of sick leave.
At an annual salary of $42,500.00 John expects his pay to increase at an average rate of 3.00% per year, with a COLA adjustment of 2.59%. John would like to retire at age 55 but wonders if he and his loved ones will have sufficient capital to do what they've always wanted to do, own a horse farm.
Upon further examination of John's case we find the following data as it pertains to his TSP, (Thrift Savings Plan);
Currently his balances are as follows;
C Fund: $37,000.00
F Fund: $11,305.00
G Fund: $7,233.00
I Fund: -0-
S Fund: -0-
For a total savings thus far of $55,538.00
Further, John and Mary are parents, with a mortgage. So their government sponsored life insurance program is important too;
FEGLI (Federal Employee Group Life Insurance)
Basic: $45,000.00
Option A: $10,000.00
Option B: $43,000.00
Option C: $25,000.00
For a total coverage of $123,000.00
Just like the rest of us, John & Mary both work hard to keep a roof over their heads and care for their childrens education. But the future is hard to see.
They would like to know, based upon what they are doing today, exactly where they will stand when it comes time to go get that horse farm.
Now that you know a little about John & Mary, let's download their Benefits Analysis;
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