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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

Federal Benefits Quiz: Test Your Knowledge

03/18/2022
Test your knowledge about federal benefits with a quick 3-question quiz about the TSP, taxes, and military service. [ays_quiz id=”2″] Federal Benefits Quiz 2

The I-Fund: Investing Internationally with the TSP

03/15/2022
Should feds invest in the I-fund? Read about what risks and potential growth come with putting money in the TSP’s international investment option. Upcoming TSP Webinar: REGISTER HERE The I-Fund was not one of the original 3 TSP funds that ... Read More

FEDLIFE PODCAST: The TSP Mutual Fund Window is Coming. Are You Ready?

03/08/2022
In this episode, Dan Sipe speaks with Ed Zurndorfer to discuss everything federal employees need to know when going to file taxes this year to ensure that you’re getting the most out of your return.  FEDLIFE Podcast, Episode 69: The ... Read More

Thrift Savings Plan Monthly Recap: February 2022

03/01/2022
The C Fund, which has grown more than the other TSP funds over the last 12 months, experienced the biggest drop in an unimpressive month for the Thrift Savings Plan. Jennifer Meyer, CFP© TSP Webinar February brought continued volatility to ... 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

Thrift Savings Plan to Offer a “Mutual Fund Window” Starting in Summer 2022

02/16/2022
Overview of the upcoming mutual fund window, a self-directed brokerage account, that is set to become available in a few months. Edward A. Zurndorfer– The Federal Retirement Thrift Investment Board (FRTIB) recently announced some major changes coming to the Thrift ... Read More

TSP Mutual Fund Window: Restrictions, Fees, and Offerings

02/09/2022
Rules for new mutual fund window were recently proposed by the FRTIB. Here’s what we know so far.     UPCOMING TSP WEBINAR REGISTER HERE The new mutual fund window that will be available to TSP accountholders is on track ... 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

Thrift Savings Plan: January 2022 Recap

02/04/2022
The TSP funds all lost ground last month, except the G Fund. The S Fund had the biggest drop, going down over 10%. Jennifer Meyer, CFP© TSP Webinar For the monthly followers of this column, you may recall my 2021 ... Read More