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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
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
U.S. Personal Savings Rate
What can be learned from the savings rate?
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Giving Back in Retirement: New Strategies for a New Phase
Are you rethinking how you'll give back in retirement? Consider these opportunities that don’t require financial commitment.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
6 Ways to Stay Ahead of Rising Retirement Costs
From investment to estate planning, these 6 strategies help retirees manage inflation risks and maintain financial stability.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.