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9:54 am, April 20, 2014

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Financial literacy & estate planning - Important together!

Certified Financial Planner Karen Schaeffer and Megan Schaeffer, Esq. will answer your calls and emails about how to create a financial plan for your family.
April 21, 2014

Tags: pay and benefits , financial planning , Karen Schaeffer , Megan Schaeffer , Schaeffer Financial , Bob Leins , NITP , For Your Benefit

Updated 56 minutes, 45 seconds ago

Estate planning and powers of attorney

Thomas J. O'Rourke, an attorney from Miles and Stockbridget, P.C., answer your calls and emails about estate planning, and changes in the laws governing powers of attorney.
March 10, 2014

Tags: pay and benefits , IRS , powers of attorney , Thomas J. ORourke , Miles and Stockbridge PC , federal pension , Bob Leins , For Your Benefit

Monday - 03/10/2014, 09:34pm EDT
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Estate planning, CR, and more

Attorney Thomas J. O'Rourke will answer your calls and emails on how to best prepare for your family's financial future. Also, Sean Reilly from the Federal Times will give us an update on some of the big issues affecting federal workers.
September 18, 2013

Tags: pay and benefits , retirement planning , TSP , Sean Reilly , Federal Times , sequestration , continuing resolution , phased retirement , USPS , Mike Causey , Your Turn , Thomas J. ORourke

Wednesday - 09/18/2013, 08:40pm EDT
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Estate planning and the impact of the DOMA ruling

Marc Levine, a principal at Handler and Levine, LLC, discusses the Defense of Marriage Act law and its influence on estate planning and income tax planning going forward.
August 12, 2013

Tags: pay and benefits , DOMA , Marc Levine , income tax planning , Handler-Levine , Bob Leins , For Your Benefit

Monday - 08/12/2013, 10:01pm EDT
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What you need to know now for your taxes

Tom O'Rourke, principal with the law firm Miles and Stockbridge, P.C., talks about your 2013 taxes with host Bob Leins.
May 13, 2013

Tags: pay and benefits , Bob Leins , tax planning , Miles and Stockbridge PC , pensions , retirement , IRS , Tom ORourke , For Your Benefit , NITP

Monday - 05/13/2013, 05:51pm EDT
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Double-check your financial planning checklist

Certified Financial Planner Nick Onder answers your questions on how to put together a financial checklist.
February 4, 2013

Tags: pay and benefits , financial planning , retirement , Nick Onder , Edward Jones , financial checklist , life insurance , disability insurance , healthcare plan , umbrella policy , long term care insurance , Bob Leins , For Your Benefit

Monday - 02/04/2013, 10:38pm EST
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The "state" of the estate tax

Host Bob Leins talks about the new federal estate tax law and other estate tax issues with attorney Marc Levine.
January 14, 2013

Tags: pay and benefits , retirement , Marc Levine , Handler-Levine , Bob Leins , For Your Benefit

Monday - 01/14/2013, 08:31pm EST
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Putting together an estate plan

Estate planner Marc Levine tells you what to expect from your estate planning attorney and what your experience should be like.
July 9, 2012(Encore presentation September 24, 2012)

Tags: pay and benefits , Marc Levine , Bob Leins , John Elliott , retirement , For Your Benefit

Monday - 07/09/2012, 07:18pm EDT
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Financial planning & long term care

Host Mike Causey will talk estate planning with attorney Tom O'Rourke, and long term care with Paul Forte and Mary Lou McGuiness of Long Term Care Partners.
June 27, 2012(Encore presentation July 4, 2012)

Tags: pay and benefits , powers of attorney , trusts , Paul Forte , Mary Lou McGuiness , Long Term Care Partners , Medicare , Medicaid , retirement , Mike Causey , Your Turn , Tom ORourke

Wednesday - 06/27/2012, 09:13pm EDT
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Estate planning

Estate planning specialist Marc Levine provides tips on how to prepare for your family's financial future.
April 30, 2012

Tags: pay and benefits , Bob Leins , Marc Levine , trusts , powers of attorney , stand by guardians , For Your Benefit , retirement

Monday - 04/30/2012, 10:12pm EDT
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