Understanding the savings and benefits that you are entitled to receive can be overwhelming and confusing—sometimes it seems like finding the information you need is next to impossible. FEDLIFE Podcast, episode 57. Changes to the 2021 Child Tax Credit & ... Read More

For federal employees, there are many aspects of financially preparing for retirement, and when you have worked part-time, it can become much more complicated. Episode 56: The Effects of Part-Time Employment on Your Retirement In this episode, Dan Sipe and ... Read More

The C-Fund led the TSP in monthly return with 3.03% and only the F Fund saw a loss- which was -0.18%. Jennifer Meyer, CFP© Federal employees continued to enjoy positive performance for the 12-month period ending August 31, 2021, in ... Read More

In this episode, we continue to teach you how to manage your Thrift Savings Plan account (TSP) to its fullest potential. FEDLIFE PODCAST, Ep. 55: How to Properly Withdraw from Your Thrift Savings Plan and Still Save Money, Part Two ... Read More

Important considerations when converting a Traditional IRA or TSP Account into a Roth IRA < PART I Ed Zurndorfer- With less than six months remaining in the year, federal employees and annuitants still have time to save on federal and ... Read More

In this episode, Dan Sipe and Ed Zurndorfer help feds navigate through this new stimulus payment’s eligibility criteria. They also discuss ways to adjust your annual gross income (AGI) for 2021 to improve your chances of qualifying for the full ... Read More

STWS Advisor Jennifer Meyer provides a quick review of how the TSP performed last month Jennifer Meyer, CFP© No-Cost TSP Webinar April brought continued generally positive results for the equity markets, including the C, S, and I funds in TSP. ... Read More

In this episode, Dan Sipe and Ed Zurndorfer discuss the key factors that should influence your refinancing decision and help you identify mortgage financing tools that best fit your financial situation. Episode 48: Key Things to Consider Before Refinancing Your ... Read More

In this episode, Dan Sipe and Ed Zurndorfer address the most common tax filing complications that feds are facing this year due to various new rules and regulations passed as a result of COVID-19. They also dive into the details ... Read More

STWS Advisor Jennifer Meyer’s TSP recap for the first three months of 2021. Jennifer Meyer, CFP© No-Cost TSP Webinar The country continues to emerge from the COVID-19 pandemic with vaccine rollout nationwide accelerating from February into March. The promise of ... Read More