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Financial Planning

Financial Planning for Federal Employees

All Articles on Financial Planning (6 of 7)

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Jan 13
Benefits Ben

Why You Shouldn’t Overlook Umbrella Insurance

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Jan 6
Jennifer Meyer

8 Things To Do Right Now For Retirement (Your future self will thank you!)

FEGLI & Life Insurance Social Security TSP
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Dec 28
Jennifer Meyer

Top 5 Articles by Jennifer Meyer in 2021

CSRS Social Security TSP
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Aug 17
STWS

Back to Class: Learn About Your Federal Benefits

CSRS FERS
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Apr 5
Benefits Ben

5 Traps That Can Bog Down Your Federal Retirement Package. (Plus 1)

CSRS FEGLI & Life Insurance FEHB/Medicare FERS
Image for For Federal Employees, The Path to Retirement Can Be Deceiving
Feb 25
Benefits Ben

For Federal Employees, The Path to Retirement Can Be Deceiving

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Jan 15
STWS

FEDLIFE Podcast: Ep. 41: Optimizing Your Financial Situation

Taxes TSP
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Jan 14
Jennifer Meyer

Top 5 Actions to Take Now for a Better Financial Future

TSP
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Dec 7
Benefits Ben

Financial Planning for Federal Employees

Image for FEDLIFE Podcast- Ep. 33: Mid-Career Financial Planning for Feds
Sep 14
STWS

FEDLIFE Podcast- Ep. 33: Mid-Career Financial Planning for Feds

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Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

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”).