Mon February 17, 2014
How To Prepare For Tax Season And Retirement
Tax season is upon us, so it's time to rummage through those shoe boxes of old receipts, dig up W-2 forms and file your 2013 return.
The Cash Money Crew is here to guide you through the process, including changes to be aware of and tips for a smoother tax return season in 2014. Later, we discuss the changing realities of retirement and how to prepare for it.
- Alex Petrovic, owner of Petrovic Financial Services, Inc.
- Sandi Weaver, CPA, CFP, CFA at Financial Security Advisors
- David Jackson, FPA of Greater KC