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Is a Reverse Mortgage a Viable Option for Paying Long-Term Care Expenses?

July 10, 2023 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer discusses what a reverse mortgage is, how it works, its advantages and disadvantages, and how it can help employees and retirees pay the expenses associated with long-term care more…

How the Additional Pay Period in 2023 Affects Maximizing TSP Contributions

July 6, 2023 My Federal Retirement

Because of because of the additional pay period during 2023, many federal employees will earn an additional leave. Ed Zurndorfer how this affects Thrift Savings Plan contribution limits for 2023 — including important deadlines more…

6 Stealth Taxes That Can Affect a Federal Employee’s Retirement

Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

A stealth tax is levied in a way that is largely unnoticed or not recognized as a traditional tax. Ed Zurndorfer explains how many of them do not kick in until retirement, why some are difficult to avoid, and how to prepare for them more…

Additional Pay Period in 2023 Could Affect ‘Use or Lose’ Annual Leave for Many Federal Employees

June 28, 2023 My Federal Retirement

While many federal employees will have an extra pay period in 2023 and accrue extra annual leave, it is important they understand how this may affect the “use it or lose it” policy for annual leave more…

How to Prepare for Financial Challenges When Retiring Overseas

June 27, 2023 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Ed Zurndorfer discusses the financial challenge of a federal employee retiring overseas with respect to maintaining bank and retirement accounts, potential foreign and federal tax liabilities, health care options, and estate planning more…

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