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The Fed-Life Cycle

03/29/2022
STWS Advisor Jennifer Meyer shares what questions she hears from feds at different stages in their careers. Jennifer Meyer, CFP© Complimentary Webinars What does it mean to go through the Fed-Life Cycle? Let me start with my personal perspective as ... Read More

The Strategic Leg® – Planning for a Stable Retirement

03/28/2022
When comes to retiring under FERS, it is often described as a 3-legged stool. There is a fourth leg, however- The Strategic Leg® – Financial Planning and Investment Advisory Services from Serving Those Who Serve.           ... Read More

Marriage, Divorce, and Survivor Benefits for FERS and CSRS

03/22/2022
Survivor benefits reduce the retirement income a federal retiree receives from their FERS or CSRS annuity. Read how this works in situations with divorce, or when getting married after retiring. Complimentary Survivor Benefits Webinar: REGISTER HERE Survivor Benefits for FERS ... Read More

Making Military Deposits for CSRS and FERS: The Basics

03/10/2022
Information about military deposits for FERS and CSRS employees. Complimentary Webinars: FERS Webinar CSRS Webinar What is a Military Deposit? For federal employees who are contributing to either FERS or CSRS retirement systems, they can potentially include military service that ... Read More

Danger Pay for Civilian Federal Employees

03/07/2022
Danger Pay types, conditions, and most importantly – is it taxed or considered creditable service? Complimentary Webinars: REGISTER HERE What is Danger Pay? For civilian federal employees, ‘danger pay’ is compensation for service that is in addition to their basic ... Read More

Understanding CSRS and FERS Offset Benefits and Rules

03/03/2022
There might not be many CSRS offset employees and annuitants, but often, many of these employees and annuitants do not have a full understanding of how their retirement benefits work. FedLife Podcast Ep.68: Understanding CSRS and FERS Offset Benefits and ... Read More

How Federal Employee Retirement Benefits Are Taxed by the IRS – Part I

02/23/2022
Understanding How Federal Employee Retirement Benefits Are Taxed by the IRS – both FERS and CSRS (Part 1) Edward A. Zurndorfer Upon retiring from federal service, a federal employee will be the recipient of three distinct types of retirement income ... Read More

What Makes a Financial Advisor Great?

02/22/2022
We conclude our celebration of FED-uary with an article on how to tell if your financial advisor is a good fit for your financial situation. Jennifer Meyer, CFP© Financial Planning Webinar It is the final week Fed-uary! We are so ... Read More

FED-UARY QUIZ: FEDERAL BENEFITS

02/17/2022
Test your knowledge about federal benefits with a quick 3-question quiz to celebrate FED-UARY [ays_quiz id=”1″] **Written by Benjamin Derge, Financial Planner, ChFEBC℠ The information has been obtained from sources considered reliable but we do not guarantee that the foregoing ... Read More

Checklist for Federal Employees: Choosing a Financial Advisor

02/14/2022
Happy Valentine’s Day, Feds! We continue celebrating FED-uary with a checklist to help choose a financial advisor. Jennifer Meyer, CFP© UPCOMING FINANCIAL PLANNING WEBINAR: REGISTER HERE This is the third in my Fed-uary series on working with financial advisors. Following ... Read More