Merriman’s Guide to Social Security and Medicare
Geoff Curran, CPA/ABV, CFA, CFP®, Chris Waclawik, CFP®, & Alan Hensley, CFP®
An important part of helping clients achieve their financial goals is helping them navigate questions and decisions around Social Security and Medicare. Whether it’s deciding when to start Social Security or applying for supplemental Medicare coverage, these decisions have a big impact on your financial situation and wellbeing.
This book is broken up into two parts, as Social Security and Medicare are complex topics. The first covers Social Security and strategies. The second part covers the ins and outs of Medicare and all its various plans.
We hope you discover strategies and new things that will help you make the best decisions for your situation. As always, we’re here to help and answer any questions you may have.
Meet the authors
Wealth Advisor, CPA/ABV, CFA, CFP®
Originally from Kansas City, Geoff is a CERTIFIED FINANCIAL PLANNER™, CFA charter holder and CPA. He is a graduate of the University of Tulsa with a degree in business administration and a minor in accounting.
Wealth Advisor, CFP®
Chris is a CERTIFIED FINANCIAL PLANNER™, and graduate of Missouri State University. Prior to joining Merriman, he was a tax advisor and office manager for H&R Block. He also worked as a financial counselor for the U.S. Army in South Korea.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.