How To Prepare For Tax Season And Retirement

Feb 17, 2014

Credit courtesy flickr user AgriLife Today / Creative Commons

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