A guide written last year about federal employees, retirement planning, and working with a financial advisor.
As stated in our “About” Section (here) – our mission at Serving Those Who Serve is to Reach, Teach, and Serve Federal Employees. For more than 3 decades, we’ve worked to Reach out to Feds, Teach and help them to better understand their retirement benefits, and Serve them. Serving Those Who Serve strives to equip you with the necessary tools to make more informed decisions about your financial life.
Reach. – it shouldn’t be hard to find the education and information you need for your federal benefits. Check out our podcast, FEDZONE articles by Ed Zurndorfer, and our other blogs for feds, highlighting both Federal Benefits Information and Recent Agency News.
Teach. – With no-cost webinars featuring content by Ed Zurndorfer, you will find a program that fits your needs. Check out our webinar calendar here.Ready to learn more about your federal benefits, financial planning, and retirement? Check out our no-cost webinar series for feds:
REGISTER HEREAnd Serve. – Have a comfortable and frank conversation about your finances and retirement strategies. Our financial planners are specifically trained and accredited to serve you. Contact Us Here.
Serving Those Who Serve celebrates the men and women who commit themselves to our country’s civil service every day, so much so that since 2019, we’ve made the month of February into FED-uary!
Check out the series Jennifer Meyer wrote last year about what federal employees and their families should consider when preparing for retirement, including the pros and cons of working with a financial advisor:
And since last year, we’ve been making quick 3-question quizzes for feds on a weekly basis. Check out the FED-uary Quiz from 2022: FEDERAL BENEFITS QUIZ
Lastly, the month of February is also when we recognize African American history. Read our “Famous Fed” piece on Katherine Johnson, the NASA employee behind the film ‘Hidden Figures.’
**Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Benjamin Derge and not necessarily those of RJFS or Raymond James. Links are being provided for information purposes only. Expressions of opinion are as of this date and are subject to change without notice. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors.
The FedLife Podcast is your in-depth, biweekly deep dive into the world of federal benefits and retirement planning. Hosted by federal benefits expert Ed Zurndorfer and Dan Sipe of Serving Those Who Serve, each 30-minute episode unpacks the complexities of FERS and CSRS retirement, FEHB and Medicare, survivor benefits, tax planning, and more. Designed for federal employees and retirees who want more than just the basics, FedLife goes beyond the headlines to explore the rules, nuances, and strategies that can make a meaningful difference in your retirement. Remember: it’s your Fed life, make it a great one.
The Fed15 Podcast is your weekly 15(ish)-minute briefing on federal benefits and financial planning, built specifically for federal employees and retirees. Hosted by Dan Sipe and Katelyn Murray of Serving Those Who Serve, each episode delivers clear, actionable guidance on topics like FERS and CSRS retirement, TSP strategies, FEHB, survivor benefits, tax planning, and more! Whether you’re five years from retirement or already there, The Fed15 helps you cut through the noise, avoid costly mistakes, and make confident decisions about your federal benefits.
