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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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Money Draining Food Myths
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Medicare Advantage Plans (Medicare Part C)
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Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.