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Review Your Homeowner’s Insurance Before a Disaster Hits

October 10, 2018 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Recent floods from hurricanes and destruction from wildfires have taught many of homeowners one thing: They most probably have inadequate homeowner’s insurance more…

Oct. 15 Deadline: Reversing Roth IRA Conversions and Filing Income Tax Returns for 2017

October 8, 2018 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, provides tips for individuals recharacterizing 2017 Roth IRA conversions and those who required extensions for filing their 2017 income tax returns more…

Phased Federal Retirement Program Has Weak Participation

September 25, 2018 My Federal Retirement

Since its introduction in 2014, just over 400 federal employees have chosen it more…

Credit Freezes Are Now Free

September 25, 2018 My Federal Retirement

Under a new law, consumers concerned about identity theft or data breaches can freeze their credit and place one-year fraud alerts for free more…

4 Rules Federal Employees Should Know About Roth IRA Conversions

September 24, 2018 Edward A. Zurndorfer, CERTIFIED FINANCIAL PLANNER®

Federal benefits expert, Ed Zurndorfer, outlines some important cautions — and tax consequences — for those considering a conversion of their traditional IRAs to Roth IRAs more…

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