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Category: Newsletters and Quizzes

The Newsletters category is for the STWS Quarterly Newsletters, and Quizzes

Newsletters and Quizzes

Quiz 24: TSP, Life Insurance, and Special Provisions

Sep 23, 2022 STWS

Don't miss this week's quiz for federal employees.

Newsletters and Quizzes

Quiz 23: TSP Performance, Pay Raises, and Strategies for Feds

Sep 16, 2022 STWS

How are you doing on our quizzes? Let us know on Twitter or Facebook!

Newsletters and Quizzes

Quiz 22: Federal Government News

Sep 9, 2022 STWS

Federal Government quiz - NASA, Veterans, and the WEP/GPO

Newsletters and Quizzes

Quiz 21 for Federal Employees – Test Your Knowledge.

Sep 2, 2022 STWS

This week's quiz is about the newly released GSA rates, Roth Conversions, and More!

Newsletters and Quizzes

Quiz 20 on Federal Employee Pay and Benefits

Aug 26, 2022 STWS

Our latest quiz covers the TSP, both the new window and beneficiary information, and also new locality pay recommendations.

Newsletters and Quizzes

Quiz #19: Federal Pay Raise, Social Security, and Retirement

Aug 19, 2022 STWS

Serving Those Who Serve's latest quiz on federal employee retirement benefits

Newsletters and Quizzes

Quiz 18 on Federal Employee Retirement Benefits

Aug 12, 2022 STWS

The latest quiz on TSP, Disability Retirement, and the Pay Cap

Newsletters and Quizzes

Quiz 17 for Federal Employees

Aug 5, 2022 STWS

The latest quiz on federal benefits and news for feds- test your knowledge!

Newsletters and Quizzes

Quiz 16: Federal Employees’ Benefits – Telework, FEHB, & Beneficiary Forms

Jul 29, 2022 STWS

Take our latest quiz - stay up-to-date on Federal Benefits and News.

Newsletters and Quizzes

Quiz 15 on Federal Employee Retirement Benefits

Jul 22, 2022 STWS

Check out this week's quiz on federal employee retirement benefits

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Fedlife Podcast
https://youtu.be/hRk3MybMmdc
Recent Posts
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  • The Fed15 Podcast:  Navigating Retirement & Divorce + Stock Market Trends Under Different Administrations
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Upcoming Webinars
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Understanding Your Survivor Benefits

July 1, 2024 1:00 pm
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Understanding Your FEGLI Benefits

July 16, 2024 11:00 am
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Understanding Your Federal Retirement Benefits: CSRS

July 17, 2024 11:00 am

Understanding FERS for Special Provision Employees

July 25, 2024 1:00 pm
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Long Term Care Webinar: Understanding FLTCIP

August 22, 2024 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.

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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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”).