Hear some stories on previous callers who've come back months later and updated us on their situation.

Taxes are going up. Gregory runs through some of the signs he's seeing about where tax policy is heading, and talks about planning accordingly.

We review Patricia's call where she received 15 years worth of missed payments for her deceased husband's pension. She called back to ask about how to handle her taxes, and what's better than CDs but still safe. Gregory explains how last year's windfall will be taxed, and fixed annuities may be the alternative to CDs she seeks.

Learn what's in the Covid relief bill that will affect your money? Gregory explains the tax credits and rules changes you need to know.

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