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Financial Planning

Financial Planning for Federal Employees

All Articles on Financial Planning (4 of 7)

Image for FEDS: Fundamental Equity Development Strategies®
Sep 8
STWS

FEDS: Fundamental Equity Development Strategies®

CSRS FERS TSP
Image for FEDLIFE Podcast: Federal Benefits for Widows and Widowers
Aug 31
STWS

FEDLIFE Podcast: Federal Benefits for Widows and Widowers

Social Security Taxes
Image for Roth IRA Conversion: Appropriate for Federal Employees No Matter Their Age?
Aug 24
Ed Zurndorfer

Roth IRA Conversion: Appropriate for Federal Employees No Matter Their Age?

Taxes
Image for My Cheat Codes: How to Get the Most from Serving Those Who Serve
Aug 23
Jennifer Meyer

My Cheat Codes: How to Get the Most from Serving Those Who Serve

CSRS FERS
Image for Moving TSP Money to G-Fund? Here’s Why You Should Proceed with Caution
Jul 14
Benefits Ben

Moving TSP Money to G-Fund? Here’s Why You Should Proceed with Caution

TSP
Image for Fed Life Cycle: Final 1-3 Years Before Retirement- The Home Stretch.
Jul 13
Jennifer Meyer

Fed Life Cycle: Final 1-3 Years Before Retirement- The Home Stretch.

FEHB/Medicare Taxes TSP
Image for Fed Life Cycle: Pre-Retirement
Jun 17
Jennifer Meyer

Fed Life Cycle: Pre-Retirement

FEGLI & Life Insurance FEHB/Medicare TSP
Image for FEDLIFE Podcast: Inheriting Savings Accounts – Part 2
Jun 15
STWS

FEDLIFE Podcast: Inheriting Savings Accounts – Part 2

TSP
Image for Fed Life Cycle- Committed Mid-Career Fed
May 27
Jennifer Meyer

Fed Life Cycle- Committed Mid-Career Fed

FEGLI & Life Insurance FLTCIP/Long-term Care TSP
Image for Expansion of Student Loan Forgiveness for Public Service Workers
May 16
Benefits Ben

Expansion of Student Loan Forgiveness for Public Service Workers

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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”).