Watch Andi Dolan of Traverse Benefits to learn about the financial planning challenges and various options you have to meet your health care costs during your retirement years.
Money Series Video Replay | New Tax Law, Revisited
Watch Jason P. Tank, CFA provide a review and update of the new tax law, including the SECURE Act, and learn how it affects you and your planning.
Money Series Video Replay | Optimizing Social Security
Watch Jason P. Tank, CFA, founder of the Money Series, to learn about how Social Security works, the benefits it provides and the various filing options that may help you maximize Social Security for you and/or your spouse.
Minding the Gap in Retirement Years
Q: My husband and I are in our mid-60s. We are planning to retire very soon. We are having a bit of a disagreement about when we should file for our Social Security benefits. I want to wait and he wants to collect right away! Who is right? A: Congratulations! Of course, I can’t tell […]
Social Security and Whac-a-Mole
Whac-a-Mole was a truly frustrating game. Right when you smack your hammer on that mole’s head, another one pops up. It was so frustrating its name has now taken on the linguistic heights of Kleenex. Everyone knows exactly what you mean when you say it and they know how you’re feeling! Navigating the world of […]
Money Series Video Replay | Unlocking Your Charitable IRA
Watch Jason P. Tank, CFA to learn how to use your IRA as a charitable tool after the new tax law’s changes.
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