Podcast Episodes

How to File for Social Security Benefits

Season 2 Episode 45

The discussions surrounding Social Security filing seems to always center around when to file and how best to strategize your claims; however, many d…

7 years, 11 months ago

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Cost Basis FAQs

Season 2 Episode 44

Selling an investment can have tax consequences. To figure out whether you need to report a gain or can claim a loss-after selling, you need to know …