Money Series

Open Access to Financial Education, For All

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February 12, 2020

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 […]

January 31, 2020

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 […]

January 22, 2020

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 […]

January 8, 2020

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.

October 22, 2019

Money Series Video Replay | Medigap vs. Medicare Advantage

Watch Andi Dolan of Traverse Benefits to better understand Medicare and discover the key differences between a Medicare Supplemental insurance policy (a.k.a. Medigap) and a Medicare Advantage policy. Money Series […]

October 2, 2019

Money Series Video Replay | Avoiding Financial Scams

Watch Jason P. Tank, CFA, founder of the Money Series, to learn about the latest financial scams affecting seniors and how to prevent you or your loved one from becoming […]

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Money Series

A Traverse City, Michigan based 501(c)(3) nonprofit founded on the commitment to provide open-access to financial education, for all.

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