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4 More Mistakes that Could Derail Your Federal Retirement

11/16/2022
Don’t ruin your retirement! Jen continues her series with items 4 to 7 from her top 10 ways to ruin a federal retirement. Jennifer Meyer, CFP© Hello readers. Welcome back to the third article in my series “Ten easy ways ... Read More

Last Chance to Buy I-Bonds with 9.62% Rate

10/20/2022
November 1st is when the I-bond’s rate is expected to drop from the 9.62% rate that was established in May. Treasury savings bonds issued by the Federal Government are considered some of the safest investments because they are backed by ... Read More

Don’t Ruin Your Retirement: Avoid These 3 Mistakes

10/18/2022
Jen goes into more depth on the first 3 items on her list of top 10 ways to ruin a federal retirement. Jennifer Meyer, CFP© Hello readers. Welcome back to my series “Ten easy ways to ruin a Federal Retirement.” ... Read More

Understanding the Advantages and Disadvantages of Pension Maximization

09/22/2022
The fourth article from Ed about Life Insurance Options for feds – make sure you get all the details about “pension-max” Edward A. Zurndorfer This is the fourth of four FEDZONE columns during the month of September in conjunction with ... Read More

10 Easy Ways to Ruin a Federal Retirement

09/21/2022
You worked hard as a public servant to earn your retirement – so make sure you avoid these crucial mishaps! Jennifer Meyer, CFP© Complimentary Webinars: Register Here OK.  I admit it. The title seems glib. But this is something that ... Read More

FEDS: Fundamental Equity Development Strategies®

09/08/2022
What makes a good strategy for developing a federal employee’s retirement plan?           At Serving Those Who Serve we are dedicated to you, the civilian federal employee. As a result, we have curated a suite of ... Read More

FEDLIFE Podcast: Federal Benefits for Widows and Widowers

08/31/2022
This week on the FEDLIFE Podcast, Dan Sipe is joined by Ed Zurndorfer to explain the economic impact that can happen when a spouse passes away.  FEDLIFE Podcast, Ep. 80: Federal Benefits for Widow and Widowers, featuring Ed Zurndorfer While ... Read More

Roth IRA Conversion: Appropriate for Federal Employees No Matter Their Age?

08/24/2022
Roth IRA Conversions Can Be Appropriate for Federal Employees No Matter Their Age FINANCIAL PLANNING FOR FEDS WEBINAR Edward A. Zurndorfer One of the most often asked questions made by individuals is how one’s age affects the decision to convert ... Read More

My Cheat Codes: How to Get the Most from Serving Those Who Serve

08/23/2022
STWS advisor Jennifer Meyer provides the inside scoop on taking full advantage of our resources for feds. Jennifer Meyer, CFP© Complimentary Webinars: Register Here I love hearing that Feds who have found my articles on FedSmith and Serving Those Who ... Read More

Moving TSP Money to G-Fund? Here’s Why You Should Proceed with Caution

07/14/2022
What you should consider before moving TSP money to the G-Fund Have Questions? Sign Up for Our No-Obligation TSP Webinar, Hosted by Ed Zurndorfer: Click Here to Register For both stocks and bonds, 2022 has not been a great year. ... Read More