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Author: STWS

Articles written by guest contributors, quizzes, and podcasts.
The Fed15 Podcast

The Fed15 Podcast: Financial Planning for Federal Employees

Aug 24, 2023 STWS

Dungeons, Dragons, and... Financial Planning? Don't miss this week's Fed15 podcast

The Fed15 Podcast

The Fed15 Podcast: Checking in on the TSP

Aug 22, 2023 STWS

In this TSP heavy episode, Dan and Katelyn go over recent performance and review some reasons why staying with the TSP is a good choice for some folks.

Newsletters and Quizzes

Monthly Quiz for Federal Employees: August 2023

Aug 16, 2023 STWS

Our quizzes will now be published monthly instead of weekly. Test your knowledge with these questions about recent news and your benefits!

The Fed15 Podcast

The Fed15 Podcast: FEDVIP Eligibility and Survivor Benefits

Aug 11, 2023 STWS

Dan and Katelyn return to discuss important items related to survivor benefits for feds.

Federal Employee Benefits

The TSP: Should I Stay or Should I Go? 7 Points to Consider.

Aug 4, 2023 STWS

Thinking about staying in the TSP -or going? We continue our series with 7 points to think about.

The Fed15 Podcast

The Fed15 Podcast: Should You Stay in the TSP?

Jul 21, 2023 STWS

Grab a cup of coffee and listen along. This week is about the TSP - should you stay or go? Plus, mid-year report card.

The Fed15 Podcast

The Fed15 Podcast: Phased Retirement for FERS

Jul 14, 2023 STWS

Phased retirement for federal employees. Also, a look at the recently released FEVS data.

FEDLIFE FEDZONE Podcast

FedLife Podcast: The New RMD Rules for Inherited IRAs – Part II

Jul 13, 2023 STWS

Understanding the New RMD Rules for Inherited IRAs: Your Essential Guide - Part II

The Fed15 Podcast

The Fed15 Podcast: Outlook for 2024 Federal Pay Raise and COLA

Jul 12, 2023 STWS

This episode is about the latest projections for the 2024 federal pay raise and COLA for FERS, CSRS, and Social Security

Federal Employee Benefits

Moving Money from TSP: Should I Stay or Should I Go?

Jul 10, 2023 STWS

14 Points to Consider. Navigating the question of moving money from TSP or leaving it there, with help from…. the Clash?

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Fedlife Podcast
https://youtu.be/hRk3MybMmdc
Recent Posts
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  • When Your Spouse Is Private Sector: Coordinating Mixed-Retirement Household Planning
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Upcoming Webinars
Understanding Your Federal Retirement Benefits: FERS
Understanding Your Federal Retirement Benefits: FERS
January 7, 2025
11:00 am
Understanding Your FEGLI Benefits
Understanding Your FEGLI Benefits
January 8, 2025
1:00 pm
Tax Planning with Ed Zurndorfer
Tax Planning with Ed Zurndorfer
January 9, 2025
1:00 pm
Understanding Your Federal Retirement Benefits: CSRS
Understanding Your Federal Retirement Benefits: CSRS
January 15, 2025
1:00 pm
TSP Planning With Ed Zurndorfer
TSP Planning With Ed Zurndorfer
January 16, 2025
1:00 pm
Understanding Your Social Security Benefits
Understanding Your Social Security Benefits
January 22, 2025
1:00 pm

Checkbook’s FEHB comparison tool lets you easily compare 158 FEHB plans and helps instruct how Medicare Part B will integrate with your FEHB plan.

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*Consumer’s Checkbook not sponsored or endorsed by Raymond James, and should in no way be considered an endorsement of, referral to, recommendation for, or offer to purchase any product or service from Raymond James or the Financial Advisors.

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2024 Forbes Best-in-State Wealth Management Teams

Best-In-StateWealth Management Teamsis based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.

Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state/ for more info.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Serving Those Who Serve (STWS). Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serving Those Who Serve (STWS) is separately owned and operated and not independently registered as a broker-dealer or investment adviser. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Contact our office for information and availability.

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STWS is owned and operated by Daniel Sipe and Tom Lee (the “Financial Advisors”). The Financial Advisors are registered financial professionals of Raymond James Financial Services, Inc. (“RJFS”), a broker-dealer registered with the Securities and Exchange Commission (“SEC”), and Raymond James Financial Services Advisors, Inc. (“RJFSA”), an investment adviser registered with the SEC, (collectively, with their affiliates, “Raymond James”).

Mr. Zurndorfer does not pay compensation to or receive compensation from STWS in connection with Presentations hosted by Mr. Zurndorfer. However, Mr. Zurndorfer does provide similar educational presentations at certain Federal Retirement Benefits Seminars (“Seminars”) hosted by STWS, for which Mr. Zurndorfer receives compensation from STWS. All presentations, seminars, articles and videos are informational in nature and are not geared toward the circumstances or goals of any particular attendee; they are not intended to be, and should not be relied upon as, investment advice to anyone or a solicitation of Raymond James' services.

Mr. Zurndorfer is not affiliated with Raymond James, and is not authorized to provide investment advice on behalf of Raymond James, to solicit or refer investors to Raymond James, or to act for or bind Raymond James. The presentations, seminars, articles, videos, Mr. Zurndorfer, and the educational information provided therein are not sponsored or endorsed by Raymond James, and should in no way be considered an endorsement of, referral to, recommendation for, or offer to purchase any product or service from Raymond James or the Financial Advisors.

Federal government agencies, including the SEC, do not endorse or sponsor particular securities, issuers, products, services, professional credentials, firms, or individuals. Neither Raymond James, the Financial Advisors, STWS, nor Mr. Zurndorfer are affiliated with, endorsed by, or authorized to speak on behalf of the U.S. Government, the Federal Employee Retirement System, or any other Federal Government-sponsored benefits programs or retirement plans, including the Thrift Savings Plan (collectively, “Federal Benefits Plans”).