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Social Security as we know it has changed dramatically. Many loopholes were phased out, and for those who would not reach 62 years of age by December 31, 2015, the loopholes were eliminated forever. Here are ten facts regarding the current laws.
Learn More about the full retirement age, delayed credits, collection of benefits before and after FRA, file and suspension, spousal benefits and more..
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Helpful Content
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Could the Right Firm Culture Elevate You?
Joining the right team culture can help you grow and thrive.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
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How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.