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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

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

Celebrating Fed-uary: A Deep Dive into Working with a Financial Advisor

02/08/2022
FED-uary continues with a delve into the “fourth leg” of FERS: Strategy. Jennifer Meyer, CFP© UPCOMING FINANCIAL PLANNING WEBINAR: REGISTER HERE The month of January 2022 is the perfect launching point for continuing the discussion of why federal employees benefit ... Read More

Why Do Federal Employees Need a Financial Advisor?

02/01/2022
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

Why You Shouldn’t Overlook Umbrella Insurance

01/13/2022
An overview of umbrella insurance. Learn why you’ll be thankful you’re covered, should you ever need it. UPCOMING FINANCIAL PLANNING WEBINAR: REGISTER HERE Umbrella insurance provides coverage for certain unforeseen situations that may arise from a car crash, owning a ... Read More

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

01/06/2022
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

Top 5 Articles by Jennifer Meyer in 2021

12/28/2021
We celebrate the end of the year with our Top 5 “Most-Read” Articles, written by STWS Advisor Jennifer Meyer, in 2021 Complimentary Webinars 5. Top 5 Steps to Take Now for a Brighter Financial Future Click Here to Read A ... Read More

Back to Class: Learn About Your Federal Benefits

08/17/2021
School is back in session. Learn about CSRS and FERS retirement benefits from Ed Zurndorfer. FERS Benefits Webinar Despite the threat currently posed by the delta variant of the COVID-19 virus, there are some things returning to normalcy still, such ... Read More

FEDLIFE Podcast: Ep. 41: Optimizing Your Financial Situation

01/15/2021
In this episode, Dan Sipe and Ed Zurndorfer have come up with a list of ten essential year-end planning tips. They improvise on some of the strategies from last year to adapt to the changes during 2020, and also provide ... Read More

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

09/14/2020
FEDLIFE Podcast- Ep. 33: Mid-Career Financial Planning for Feds The FEDLIFE Podcast for Federal Employees is hosted by Dan Sipe and Ed Zurndorfer. This week they are discussing what Feds need to know in regards to financial and retirement planning ... Read More