Bene’s & Buck’s

November 28, 2022 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Tammy Flanagan, Senior Benefits Director NITP, and Karen Schaeffer, CFP®. Karen and Tammy will discuss the retirement topics that cross the line. The line between your Federal benefit decisions and your financial planning, that is!

Is Medicare Part B necessary and if so, how do you present this information to your clients/students?
Social Security claiming strategies: Early or later?
Survivor benefit elections
Determining the need for life insurance at pre-retirement
Is LTC insurance for everyone? How does this coverage affect the family?
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