Securing Your Financial Future –
Entrusted since 1957

Securing Your Financial Future – Entrusted since 1957

GEBA News You Can Use

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How to Have a Financially Healthy Holiday

Greg Klingler, director of Wealth Management, is featured in a Chesapeake Family article on having a financially-healthy holiday.

11 Basic Money Moves Everyone Should Make During Hard Times

Greg Klingler, CFP, ChFEBC, director of wealth management is quoted in yahoo! finance providing insights on prioritizing your emergency fund.

Help Desk: How to budget and save during the Covid-19 holidays

Greg Klingler, director of Wealth Management, is showcased in Baltimore Business Journal giving tips to help you manage your finances with the holidays approaching.

Estate planning is more crucial than ever

Greg Klingler, CFP®, Director of GEBA Wealth Management, joins Tom Temin with Federal News Week to discuss the importance of estate planning.

8 Reasons Women Should Get a Financial Advisor Right Now

Kateri Turner, CFP, financial advisor of GEBA Wealth Management is quoted in Go Banking Rates on the reasons why it’s important for women to understand and have control of their money.

6 tips for navigating the holidays if you took a financial hit this year

Bankrate featured GEBA’s Director of Wealth Management in an article on holiday financial health.

Leaving Your Legacy: How to Help Your Loved Ones Maximize Your Federal Benefits

Greg Klingler, CFP®, Director of GEBA Wealth Management, talks with FedSmith about maximizing your federal benefits to leave a lasting legacy for your family.

“Year-End Tax Tips”

Greg Klingler, CFP®, Director of GEBA Wealth Management,
participated as a panelist discussion smart tax moves to make before the end of the year.

Essential Money Tips for Surviving the ‘Pandemic Spiral’

Greg Klingler, CFP®, Director of GEBA Wealth Management, is quoted in Go Banking Rates in providing helpful tips in surviving the pandemic financially.

Who Should Have Survivorship Life Insurance?

Greg Klingler, CFP®, Director of GEBA Wealth Management, is quoted in a “Forbes Magazine” article about survivorship life insurance, also called joint life insurance or second-to-die life insurance, which only pays out a death benefit when both spouses have died.

“TSP Participants are Generally Satisfied, but There’s Room for Improvement”

Federal News Network Greg Klingler, CFP®, Director of GEBA Wealth Management, talks with Federal News Network about the changes and a few issues that might need attention.

“5 Big Life Events That Should Trigger a Life Insurance Review”

FedSmith Shelly Giuliano, Product Manager, reviews the life changes that should automatically trigger a life insurance revisit – regardless of when they happen.

“Changes to Life Expectancy-based Withdrawals”

Government Matters Greg Klingler, CFP®, Director of GEBA Wealth Management, explains the changes in restrictions on life-expectancy based withdrawals in the Thrift Savings Plan.

“Five Areas of Insurance Calling for a COVID-19 Gut-Check”

FedSmith Shelly Giuliano, GEBA Product Manager, discusses the importance of continuing to evaluate your insurance needs.

“Thrift Savings Plans updates in light of the COVID-19 pandemic”

Government Matters Greg Klingler, CFP®, Director of GEBA Wealth Management, discusses the Thrift Savings Plan and investment patterns during the coronavirus pandemic.

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GEBA is a nonprofit employee benefit association created by NSA employees in 1957. Our goal is to offer high quality insurance products at great prices that has our members’ best interests in mind. GEBA has been serving federal employees for over 60 years, and you can count on us to be there for you and your family.

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