Happy FED-uary! This is our month to celebrate our amazing federal employees- thank you for all you do! Jennifer Meyer, CFP© UPCOMING FINANCIAL PLANNING WEBINAR: REGISTER HERE At Serving Those Who Serve, we meet thousands of federal employees to review ... Read More

The stock funds in the Thrift Savings Plan (TSP) have been rattled by the stock market’s volatile month. Upcoming TSP Webinar: REGISTER HERE A stock market correction is frequently defined as a drop of 10% or more from an all-time ... Read More

Learn about “excess deferrals” for those who contributed to both a TSP account and another qualified retirement account last year. Edward A. Zurndorfer Almost all federal employees participate and contribute to the Thrift Savings Plan (TSP). In addition to the ... Read More

An update on the 2023 Federal Pay Raise, vaccination mandate stalled by injunction, stock market volatility, and NASA prepares for Artemis program’s first launch. Complimentary Webinars: REGISTER HERE FAIR Act Introduced Again The FAIR Act has been introduced in the ... Read More

The S-Fund is one of three stock funds in the Thrift Savings Plan (TSP). Read how it works to boost your retirement savings. Upcoming TSP Webinar: REGISTER HERE The S-Fund was not one of the original 3 TSP funds that ... Read More

Eligible Employees Should Consider the CSRS Voluntary Contribution Program (VCP)- Part II << PART ONE Edward A. Zurndorfer– This second of four columns discussing the CSRS Voluntary Contribution Program (VCP) examines withdrawal options from a VCP account. The first column ... Read More

Ed explains how New IRS Life Expectancy Tables Reflecting Longer Life Expectancies, which took Effect Jan. 1, 2022, will help you keep more money in retirement accounts. Ed Zurndorfer- In late 2020, the IRS issued final regulations with respect to ... Read More

Start 2022 Off Right- What Feds should do now to set yourself up for financial success in 2022 and Beyond Jennifer Meyer, CFP© Financial Planning Webinar I am often asked, “what else should I be doing to make sure I ... Read More

A Recommended Financial To-Do List for Employees at the Start of the 2022 Leave Year Ed Zurndorfer- At most federal agencies, Jan. 2, 2022, marked the beginning of the 2022 leave year. For employees, now is an ideal time for ... Read More

Jennifer Meyer breaks down what affected your TSP investments in 2021, including a monthly review of December performance Jennifer Meyer, CFP© TSP Webinar As 2021 comes to a close, the country is facing yet another COVID surge as we were ... Read More