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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
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One of the most common questions people ask about Social Security is when they should start taking benefits.
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How to Keep Building Wealth When Costs Rise
Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
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Try these activities to keep your brain sharp.
To choose a plan, it’s important to ask yourself four key questions.
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Get ready to celebrate your financial birthdays in this informative infographic.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
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Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
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.