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Understanding the New Postal Service Health Benefits (PSHB) Program

October 16, 2024 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer outlines the new Postal Service Health Benefits program that starts Jan. 1, 2025 — including how it compares to FEHB, enrollment and open season, cost savings for Medicare Part B/Advantage, and pharmacy benefits for those eligible more…

Federal Employee Eligibility for FEHB After Retirement

Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer outlines the important requirements for an employee to continue Federal Employee Health Benefits (FEHB) health insurance benefits during retirement. Practical examples are included more…

2023 Federal Income Tax Filing Deadline Approaching

October 1, 2024 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

The IRS has reminded individuals about the upcoming tax filing extension deadline. To avoid a late filing penalty, those individuals who requested an extension to file their 2023 tax return should file their Form 1040 on or before October 15, 2024. more…

10 Most Common Mistakes to Avoid When Purchasing Life Insurance

Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer outlines errors individuals often make — and how to correct them — when purchasing and owning a life insurance policy more…

What If You Die While Employed?

September 27, 2024 Chris Kowalik

Chris Kowalik walks you through what happens when the unexpected happens, including who can be protected to receive your pension, which benefits are paid out lump-sum, and what to do now to prepare your family
more…

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