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Choosing the Best Life Insurance Coverage for Federal Employees

September 12, 2024 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

By understanding how life insurance works — and how to shop for it — a federal employee can find the best coverage to their needs. In the first column of a 5-part series, Ed Zurndorfer explains life insurance and which individuals should seek this coverage more…

Making a Retroactive Claim for Social Security Retirement Benefits

September 10, 2024 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

The Social Security Administration allows an individual who has passed their full retirement age (FRA) to file for a retroactive retirement benefit. Ed Zurndorfer explains how to do it with practical examples. more…

Suspending Social Security Monthly Benefits

September 9, 2024 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer explains the strategy and process for increasing Social Security benefits by suspending it until reaching full retirement age, and refiling for benefits more…

Your 10-Point Retirement Checklist

September 5, 2024 Chris Kowalik

Chris Kowalik outlines must-do action items, timelines and step-by-step instructions to be prepared for your retirement more…

Withdrawal of Social Security Claim Within First Year

September 4, 2024 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

In the first of three columns discussing “redo” options that are available for Social Security beneficiaries, Ed Zurndorfer outlines the withdrawal of application process and strategies to claim Social Security benefits more…

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