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New IRS Charitable Deduction Tax Rules in 2026

May 1, 2026 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer discusses a major tax rule changes that will likely affect the charitable giving strategies for many federal employees and retirees — for those that itemize their deductions and those who don’t. Tips and practical examples are included more…

How to Check the Status of Your Federal Income Tax Refund

April 28, 2026 My Federal Retirement

This IRS online tool is a convenient way to check the status of your federal income tax refund. Here’s what you need to know more…

More Opportunities to Use Section 529 College Savings Funds from New Law

April 28, 2026 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

With the recent turnover and reduction in the federal government workforce, many federal employees may be considering changing jobs or professions — and likely need additional training and licensing. Using tax-free withdrawals from a Section 529 plan is one way of minimizing the cost of this additional training and licensing. Ed Zurndorfer outlines how opportunities have been expanded with the passage of the One Big Beautiful Bill Act (OBBBA) in 2025. more…

Applying for Federal Retirement

April 27, 2026 Chris Kowalik

Chris Kowalik gives tips on preparing retirement paperwork to keep your earned benefits, avoid delays, and know what to expect more…

2027 Federal Pay Freeze More Likely

April 23, 2026 My Federal Retirement

The likelihood of a 2027 pay freeze for civilian federal employees continued after the House Appropriations Committee approved a government spending bill on Wednesday that makes no mention of a pay increase in January more…

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