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Financial Planning

Financial Planning for Federal Employees

All Articles on Financial Planning (3 of 7)

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Jan 17
Jennifer Meyer

10 MORE Easy Ways to Ruin a Federal Retirement (+1 Bonus Way)

FEHB/Medicare Social Security TSP
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Jan 10
Benefits Ben

What Feds Should Know About SECURE Act 2.0

TSP
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Dec 29
Jennifer Meyer

Top 5 Articles by Jennifer Meyer in 2022

CSRS FERS TSP
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Dec 19
Jennifer Meyer

Three Mistakes That Can Ruin a Federal Retirement

FEGLI & Life Insurance FLTCIP/Long-term Care
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Dec 6
STWS

FEDLIFE Podcast: Top 7 End-of-Year Tax Tips for 2022

Taxes
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Nov 16
Jennifer Meyer

4 More Mistakes that Could Derail Your Federal Retirement

TSP
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Oct 20
Benefits Ben

Last Chance to Buy I-Bonds with 9.62% Rate

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Oct 18
Jennifer Meyer

Don’t Ruin Your Retirement: Avoid These 3 Mistakes

CSRS FERS TSP
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Sep 22
Ed Zurndorfer

Understanding the Advantages and Disadvantages of Pension Maximization

FEGLI & Life Insurance FERS
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Sep 21
Jennifer Meyer

10 Easy Ways to Ruin a Federal Retirement

FEGLI & Life Insurance FLTCIP/Long-term Care TSP
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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Serving Those Who Serve (STWS) is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. 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”).