Fedwise Advisors

10/09/2026

David Setia is back on Federal News Network! 🦉🇺🇸

In his latest article, he explores why age 62 can be an important retirement milestone for federal employees under FERS, and why the right retirement age isn’t necessarily the same for everyone.

Read “Is 62 the New 59?” below.

The benefits of waiting until 62 are significant. That can be a tough pill to swallow if you had a different number in mind for retirement.

10/06/2026

A wonderful afternoon in the DMV! 🦉🇺🇸

We had such a great time bringing together some of our FedWise clients at Two Lions Vineyards in Upper Marlboro, Maryland this past weekend. Complete with two incredibly talented caricature artists who gave folks a fun keepsake to take home! 🎨

We’re incredibly grateful to everyone who joined us and helped make the afternoon so special. Getting to spend time together outside of meetings is always one of our favorite parts of what we do.

A big thank you to Two Lions Vineyards for hosting us.

Until next time! 💙💛

09/15/2026

We’re talking AI tomorrow! 🤖

FedWise Founder & Financial Advisor David Setia and Director of Operations & Client Services Alexandra Rogers will be joining the LPL Asian American Pacific Islander (AAPI) Monthly Meeting to share how FedWise uses AI to increase capacity on a small team, from financial planning to marketing.

If you’re curious about what that actually looks like day to day, come join the session!

Date: September 16, 2026
Time: 1:30 PM – 2:30 PM PST
https://us06web.zoom.us/webinar/register/WN_ZMoxekPOSG-JTCNLf-OqSw #/registration

(And a great photo of David and Alex from the Happy Hour at 2026)

09/11/2026

Twenty five years later, we still remember.

September 11, 2001 changed our country forever. Today, we remember the lives lost, the families forever changed, the first responders who ran toward danger, and all those who showed extraordinary courage in the days that followed.

09/09/2026

Ready to retire before 59½…but can you access your money?

The Rule of 55 and Rule 72(t) are two things federal employees should understand when figuring out where their retirement income will actually come from.

09/05/2026

We’re hiring at Fedwise Advisors! 🦉

As we hit our 18-month mark, we’re excited to be growing our team! We’re incredibly grateful for the trust our clients have placed in us and the growth that has made this next step possible.

We’re looking for a Junior Financial Advisor to join FedWise in a fully remote role focused on financial planning, client service, and supporting our advisory team, with a clear path toward becoming a client-facing lead advisor.

A few highlights:
• Fully remote within the U.S.
• Unlimited PTO + paid holidays
• No cold calling
• Clear path for growth within the firm

Know someone who might be a great fit? We’d love for you to share this with them or send them our way!

08/18/2026

🦉⚾ The FedWise Owl made it to Petco Park!

He tagged along with the FedWise team in San Diego for and, naturally, had to squeeze in a little sightseeing along the way.

📍 Petco Park | San Diego, CA

08/12/2026

Second LPL Financial for FedWise completed! Another great few days of learning, connecting, and bringing new ideas back to FedWise. 📚🤝🦉

08/12/2026

When it comes to FEGLI, the choices you make at retirement can have lasting effects.

Knowing your options ahead of time can help you make more informed decisions about the coverage that makes sense for you in retirement.

07/14/2026

One small shift in perspective can change how you think about retirement:

Don’t retire from something.
Retire to something.

Retirement isn’t just a financial transition. It’s a life transition.

Here’s a short clip from our recent Life Beyond Government webinar. The full webinar is linked in the comments if you’d like to watch the rest.