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Featured

Articles about the TSP, FERS, Social Security, Taxes, FEHB, FEGLI, CSRS, and FLTCIP

All Articles on Featured (30 of 92)

Image for Financial Planning at the Onset of Federal Retirement
Jan 11
Benefits Ben

Financial Planning at the Onset of Federal Retirement

FERS TSP
Image for High-Three Average Salary Calculation for Federal Employees
Jan 10
Ed Zurndorfer

High-Three Average Salary Calculation for Federal Employees

CSRS FERS
Image for The 2024 Pay Raise for Feds [The Fed15 Podcast]
Jan 9
STWS

The 2024 Pay Raise for Feds [The Fed15 Podcast]

FERS Taxes
Image for 2024 GSA Gas Reimbursement Rates Recently Released
Jan 8
Benefits Ben

2024 GSA Gas Reimbursement Rates Recently Released

FERS
Image for Your Life Insurance Coverage with FEGLI Option A
Jan 5
Benefits Ben

Your Life Insurance Coverage with FEGLI Option A

FEGLI & Life Insurance
Image for TSP 2023 Performance: Core Funds All Have Positive 12 Months
Jan 4
Jennifer Meyer

TSP 2023 Performance: Core Funds All Have Positive 12 Months

TSP
Image for Could Government Shutdown Impact the 2024 Federal Pay Raise?
Jan 4
Benefits Ben

Could Government Shutdown Impact the 2024 Federal Pay Raise?

CSRS FERS
Image for Changes to the TSP and IRAs Effective in 2024
Jan 3
Ed Zurndorfer

Changes to the TSP and IRAs Effective in 2024

Taxes TSP
Image for The Fed15 Podcast: The First Year of Federal Retirement
Jan 2
STWS

The Fed15 Podcast: The First Year of Federal Retirement

CSRS FERS TSP
Image for FedLife Podcast: Lower RMDs with a QLAC
Dec 29
STWS

FedLife Podcast: Lower RMDs with a QLAC

Taxes
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Lee Sipe and Associates DBA Serving Those Who Serve.

2025 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 is 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 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs 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 48,944 nominations, roughly 9,722 advisors received the award. 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”).