Kurt Czarnowski of Czarnowski Consulting explains everything you need to know about Social Security’s government pension offset (GPO) and windfall elimination provision (WEP).

Whether a refund is a good or bad thing is not so clear-cut, according to Ken Rosenbaum CPA, RLP®, Wealth Advisor of Buckingham Strategic Wealth.

Marcia Mandell RMA with Mandell Retirement Consulting discusses Medicare Part D.

Becca Craig of Buckingham Strategic Wealth discusses five ways women can take control of their finances.

Renowned social security expert Kurt Czarnowski joins Bob to discuss retirement benefits and survivor benefits for social security recipients.

Taking the next step with your partner is an exciting time, but don’t do so without talking about money first! Haley Tolitsky, CFP offers some advice on conversations about money with your significant other.

Retiring in 2022? Patrick Kuster CFP, of Buckingham Strategic Wealth describes tax-centric financial planning strategies soon-to-be retirees should consider in 2022.

Philip Herzberg, CFP, CTFA, AEP with Team Hewins offers tips for filing 2021 tax forms: Form 1099, 1099r, QCDs, RMDs, Rollovers, Distributions, Form 5498,Form W-4, traditional IRAs. Roth IRAs, and Simple IRAs are discussed.

How To Tell If an Annuity Is Right for You: David Macchia, founder of Wealth2k, discusses the pros and cons of annuities, and how to tell if an annuity is right for you and in […]

Work with a financial adviser who, in addition to your investments, will help you with Social Security, Medicare, estate planning, insurance and long-term care… and tax planning! Featuring Robert Klein, CPA from the Retirement Income Center.