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 […]
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.
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 […]
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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