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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
9 Facts About Social Security
There are things about Social Security that might surprise you.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Understanding Homeowners Insurance
Purchasing homeowners insurance is critical for protecting your home.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
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The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.