February 26, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes back our original program guests Tammy Flanagan, NITP Senior Benefits Director, Karen Schaeffer, CFP®, Marc Levine, Esquire, and Tom O’Rourke, Counsel. This is our final episode. We…
February 26, 2024
February 12, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Marc Levine, Esquire. We will discuss how your assets pass to your loved ones: Through joint ownership of land; Through joint ownership of bank and brokerage accounts;…
February 12, 2024
February 5, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Brian Kurrus, CFP®. The new year is a great time to review: Investment allocations and rebalancing needs Cash flow and budgeting for the new year Retirement…
February 5, 2024
January 29, 2024 on ForYourBenefit, our host Bob Leins, CPA®, welcomes Bob Braunstein, Federal Benefits Specialist. Have you ever considered how much additional income your loved ones might need if you were suddenly gone? Have you planned their survivor…
January 29, 2024
January 8, 2024 on ForYourBenefit, our host Bob Leins, CPA® welcomes Herb Casey, Federal Benefits Specialist. Topics include: Income COLA for FERS and CSRS retirees Salary pay raises & new locality rates Social Security Maximum amount of…
January 8, 2024
December 18, 2023 on ForYourBenefit, our host Bob Leins, CPA® welcomes Bob Braunstein, Federal Benefits Specialist. Bob will talk about: The annuity calculation FEGLI 5-year rule Medicare’s different enrollment periods Long term care – What to consider while…
December 18, 2023
December 11, 2023 on ForYourBenefit, our host Bob Leins, CPA® welcomes Laurie Lee, Chief Financial Officer, WAEPA, and Daniel Eck, CFP®, Ernst & Young Personal Finance. Today’s guests will discuss the importance of wellness at the intersection…
December 11, 2023
December 4, 2023 on ForYourBenefit, our host Bob Leins, CPA® welcomes Tammy Flanagan, Senior Benefits Director, NITP. Have you procrastinated on your Open Season homework? Don’t worry, there is still time. Are you in the plan that matches…
December 4, 2023
November 27, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Karen Schaeffer, CFP®, and Kaitlin Schaeffer Yardley, CFP®. Karen and Kaitlin will talk about: The new and improved 529 plans Other strategies for meeting education costs Educating children…
November 27, 2023
November 20, 2023 on ForYourBenefit, our hosts Bob Leins, CPA®, and Tammy Flanagan, Senior Benefits Director NITP, welcome insurance expert and author Walton Francis and his colleague Kevin Moss to talk about FEHBP Open Season. The Consumers’ CHECKBOOK…
November 20, 2023
October 30, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Marc Levine, Esquire, to talk about Health Care Directives. What is a Health Care Directive (and is it different from a Health Care Power of Attorney)? What should…
October 30, 2023
October 23, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Herb Casey, Federal Retirement Specialist. In retirement, some will decide to relocate to a different location or residence. Maybe you want to live in a warmer climate or move closer…
October 23, 2023
October 16, 2023 on ForYourBenefit, host Bob Leins, CPA® welcomes Brian Kurrus, CFP®. Our guest today will talk about cash flow planning and debt payoff strategies for Federal employees and retirees. How much of an emergency fund do you…
October 16, 2023
October 2, 2023 on ForYourBenefit, host Bob Leins, CPA® and co-host Karen Schaeffer, CFP®, welcome Kay Bransford, Daily Money Manager, Professional Financial Advocate & Fiduciary, MemoryBanc. We never know what life will bring. Too often spouses, partners, family, and…
October 2, 2023
