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Author: STWS

Articles written by guest contributors, quizzes, and podcasts.
Coach's Corner

From ‘The Coach’s Corner” -Teleworking More?

Mar 21, 2020 STWS

Bob Oberlietner, Executive Coach for Federal Employees, Writes About Challenges of Teleworking More

FEDLIFE FEDZONE Podcast

FedLife Podcast: The Secure Act 1.0’s Impact on Federal Employees

Mar 16, 2020 STWS

FEDLIFE PODCAST FOR FEDERAL EMPLOYEES - The SECURE Act, part 1 - What it means for Feds.

Federal Employee Benefits

CORONAVIRUS AND YOUR INVESTMENTS. (Yes, Including TSP)

Mar 13, 2020 STWS

Thomas Lee explains the Coronavirus and its impact on Federal Employee TSP investments

FEDLIFE FEDZONE Podcast

FedLife Podcast for Federal Employees: Don’t Forget Your IRA

Feb 29, 2020 STWS

Many federal employees are forgetting about their IRA options. IRA Podcast for Federal Employees

FEDLIFE FEDZONE Podcast

FedLife Podcast: Some Tax Tips for Federal Employees from Ed Zurndorfer

Feb 14, 2020 STWS

Tax Season is Approaching, Get Tips from Ed Zurndorfer

FEDLIFE FEDZONE Podcast

FedLife Podcast: Meet the Furlough Cheesecake’s Founders

Jan 24, 2020 STWS

Dan Sipe is joined by Nikki and Jaqi from the Furlough Cheesecake as they share their amazing story in our sweetest podcast yet!

FEDLIFE FEDZONE Podcast

FedLife Podcast: Difference Between an HCFSA and an HSA

Jan 18, 2020 STWS

Ed Zurndorfer Helps Federal Employees Understand the difference between HFSAs and HSA

FEDLIFE FEDZONE Podcast

FedLife Podcast: Diving Deep into Health Savings Accounts (HSA)

Jan 3, 2020 STWS

Health Savings Accounts (HSAs) are tax-preferred accounts that can save you money in taxes

Newsletters and Quizzes

Serving Those Who Serve’s Quarterly Newsletter: Federal Employee News

Dec 1, 2019 STWS

Serving Those Who Serve’s Quarterly Newsletter for Q4 2019

FEDLIFE FEDZONE Podcast

The FedLife Podcast: Understanding Federal Healthcare Options

Nov 29, 2019 STWS

Ed Zurndorfer helps Federal Employees understand and access the Federal Healthcare Options

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Fedlife Podcast
https://youtu.be/hRk3MybMmdc
Recent Posts
  • The Current Medicare General Enrollment Period: How Does It Affect Federal Employees and Retirees?
  • 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
Upcoming Webinars
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
Early Retirement (VERA) Planning for FERS Employees
Early Retirement (VERA) Planning for FERS Employees
March 26, 2025
2:30 pm
Understanding Your Federal Retirement Benefits: FERS
Understanding Your Federal Retirement Benefits: FERS
April 1, 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

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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.

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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”).