Skip to content
Serving Those Who Serve
  • About STWS
    Our Team Our Credentials Fed-Focused Financial Planning Fiduciary Investment Management
  • Blogs & Podcasts
    Featured Authors Benefits Ben Jennifer Meyer Katelyn Murray Dan Sipe Podcasts FedLife The Fed15
  • Ed Zurndorfer
  • Learn
    CSRS FEGLI & Life Insurance FEHB/Medicare FERS Social Security Taxes TSP FLTCIP/Long-term Care
  • Contact STWS
    Schedule Consultation Financial Advice Refer a Friend & Get Rewarded Build Your Career with Us: Explore Opportunities at Serving Those Who Serve
  • FERS Calculator
  • Webinars & Seminars

Author: STWS

Articles written by guest contributors, quizzes, and podcasts.
Newsletters and Quizzes

Quiz #9: Federal Retirement Benefits

Jun 1, 2022 STWS

Thinking about retirement? Take our quiz on TSP, Long-Term Care insurance, and FERS Retirement Choices

Newsletters and Quizzes

Quiz #8: For Federal Employees

May 24, 2022 STWS

Take a quiz about federal employees and current events important to you.

Newsletters and Quizzes

Bonus Quiz on Upcoming TSP Window

May 20, 2022 STWS

The new TSP Window is coming this summer - get ready with this quick quiz!

Newsletters and Quizzes

Federal Benefits Quiz #6 – Test Your Knowledge!

May 17, 2022 STWS

Test your knowledge on Federal Benefits

Federal Agency News

Can You Really Get 9.62% Return Investing in I Bonds?

May 11, 2022 STWS

Right now I bonds are paying 9.62%, and they are fully guaranteed by the Federal Government! There are some caveats, but we feel they are appropriate for many investors.

Coach's Corner

Difficult Performance Reviews (For Employees)

May 9, 2022 STWS

Coach Robert Oberleitner provides guidelines for employees anticipating a rough review.

Newsletters and Quizzes

Federal Retirement Quiz

May 3, 2022 STWS

Test your knowledge with a quiz on federal retirement!

FEDLIFE FEDZONE Podcast

FedLife Podcast: Taxation of TSP withdrawals with Ed Zurndorfer

Apr 28, 2022 STWS

In this episode, Dan Sipe and Ed Zurndorfer discuss everything you need to know about TSP withdrawals so you can make your money work for you.

Newsletters and Quizzes

Quiz on Federal Benefits: Acronyms

Apr 22, 2022 STWS

How well do you know these acronyms? Test your knowledge on federal benefits!

FEDLIFE FEDZONE Podcast

FedLife Podcast: Tax Withdrawals Before Retiring from Federal Service

Apr 20, 2022 STWS

In this episode, Dan Sipe and Ed Zurndorfer discuss everything federal employees need to know regarding tax withdrawals to ensure you’re not leaving any money on the table.

Posts pagination

1 … 24 25 26 … 35
Fedlife Podcast
https://youtu.be/hRk3MybMmdc
Recent Posts
  • The Fed15 Podcast: Social Security Fairness & Understanding the Reemployment Priority List (RPL)
  • Federal Benefits and Digital Assets: Estate Planning in the Cryptocurrency Era
  • Maximizing your TSP: Roth vs. Traditional Explained
  • Less Than Six Weeks for Employees to Make Their 2024 Tax Deductible IRA Contribution
  • The Federal Employee’s Guide to ESG Investing
Upcoming Webinars
Tax Planning with Ed Zurndorfer
Tax Planning with Ed Zurndorfer
March 11, 2025
11:00 am
Early Retirement (VERA) Planning for FERS Employees
Early Retirement (VERA) Planning for FERS Employees
March 11, 2025
3:00 pm
Understanding Your Social Security Benefits
Understanding Your Social Security Benefits
March 12, 2025
1:00 pm
Understanding Your FEHB & Medicare Benefits
Understanding Your FEHB & Medicare Benefits
March 19, 2025
10:30 am
TSP Planning With Ed Zurndorfer
TSP Planning With Ed Zurndorfer
March 20, 2025
1:00 pm
Estate Planning for Federal Employees
Estate Planning for Federal Employees
March 26, 2025
11:00 am

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.

USE CODE “stwserve” FOR A 20% DISCOUNT for the Guide to Health Plans for Federal Employees

*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.

PROMO CODE:
stwserve
Client Portal Login

© 2024. All Rights Reserved.

15245 Shady Grove Rd Ste 240

Rockville MD 20850-3239

Phone 301-216-1111

Lee Sipe and Associates DBA Serving Those Who Serve.

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.

Raymond James Legal Disclosures including Form CRS

Raymond James Privacy Policy

Check the background of this firm on FINRA’s BrokerCheck

Finra
SIPC

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”).