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Featured

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

All Articles on Featured (9 of 92)

Image for Understanding Trump’s Schedule F Proposal: What It Means for Federal Government Employees and Retirees
Dec 2
Katelyn Murray

Understanding Trump’s Schedule F Proposal: What It Means for Federal Government Employees and Retirees

TSP
Image for Retiring from Federal Service? Your Guide to Navigating Health Insurance Options
Nov 29
Benefits Ben

Retiring from Federal Service? Your Guide to Navigating Health Insurance Options

Social Security
Image for Thanksgiving Favorites from the STWS Team
Nov 26
Benefits Ben

Thanksgiving Favorites from the STWS Team

Image for TSP Retirement Tips and Avoiding Withdrawal Pitfalls
Nov 26
Benefits Ben

TSP Retirement Tips and Avoiding Withdrawal Pitfalls

Social Security
Image for New TSP Contribution Limits for 2025: What Feds Need to Know
Nov 21
Katelyn Murray

New TSP Contribution Limits for 2025: What Feds Need to Know

CSRS FERS
Image for 2025 Medicare IRMAA Brackets: What Feds Need to Know
Nov 21
Katelyn Murray

2025 Medicare IRMAA Brackets: What Feds Need to Know

CSRS FERS
Image for HSAs Can Be Beneficial But Beware of Common Mistakes
Nov 21
Ed Zurndorfer

HSAs Can Be Beneficial But Beware of Common Mistakes

Image for How Federal Employees Can Balance College Savings and Retirement
Nov 20
Benefits Ben

How Federal Employees Can Balance College Savings and Retirement

Social Security
Image for OPM Encourages FEHB Health Plans to Adopt Medicare Part D for Federal Annuitants
Nov 19
Ed Zurndorfer

OPM Encourages FEHB Health Plans to Adopt Medicare Part D for Federal Annuitants

Image for Federal Employee Discounts: Unlock Hidden Savings on Tech, Travel, and More
Nov 17
Benefits Ben

Federal Employee Discounts: Unlock Hidden Savings on Tech, Travel, and More

Social Security
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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”).