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Cash Flow Planning and Debt Payoff Strategies

December 25th, 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 need? …

529 Plans and Other Strategies for Paying for Education

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 about money…