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Recent Articles

Former Spouses May be Eligible to Enroll in the FEHB Program

November 12, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, discusses the spouse equity provisions and FEHB program rules for former spouses more…

What Changes in FEHB Enrollment Are Permitted During — and Outside — of Open Season?

November 8, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, explains some of the confusing ins and outs of enrollment and changes in the Federal Employees Health Benefits program more…

New Long-Term Care Insurance Plan Option Announced by OPM

November 1, 2019 My Federal Retirement

The new plan includes a premium stabilization fund designed to reduce future spikes in premium increases. A guide booklet is available. more…

IRS Issues Warning of Social Security Number Scam

October 28, 2019 My Federal Retirement

Social Security

The latest variation: Scammers claim to be able to suspend or cancel the victim’s SSN more…

FEHB Enrollment Options and Considerations for 2019 Open Season

October 22, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, outlines the types of Federal Employees Health Benefits program enrollment available — plus discusses four often-overlooked considerations for making a selection more…

Planning Opportunities for Bequesting the TSP to Non-Spouse Beneficiaries May Get Curtailed

October 21, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, discusses why non-spouse beneficiaries (such as children, grandchildren or siblings) of TSP participants are not allowed to use the new withdrawal options more…

4 Important Rules That Did NOT Change With the New TSP Withdrawal Options

October 8, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

While the new Thrift Savings Plan withdrawal options allow for more flexibility, federal benefits expert Ed Zurndorfer explains the rules that have not changed more…

New Legislation Promises to ‘Fix’ Social Security Windfall Elimination Provision (WEP)

October 7, 2019 My Federal Retirement

If passed, the bill would provide a “fairer formula.” Current WEP retirees would receive $150 a month in relief payments more…

Understanding the New Changes to TSP Withdrawal Options – Part 3

September 30, 2019 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer discusses the pros and cons of the new rules for withdrawing payments from both traditional and Roth TSP accounts more…

Proposal to Provide Short-Term Disability Insurance for Federal Employees

September 26, 2019 My Federal Retirement

If passed, the legislation would help provide financial relief for federal employees who have a short-term injury or disability, become pregnant, or develop a pregnancy-related illness more…

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Recent Must-Reads

A TSP Loan May Cost More Than You Think

Understanding Your TSP Investment Options: A Guide to the G, F, C, S, I, L Funds, and Mutual Fund Window

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