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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
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
A Quick Guide to Socially Responsible Investing
Want to contribute to a better world and grow your wealth? Learn how in this quick guide to socially responsible investing.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Creating a Comprehensive Estate Plan
What does it take to create or update your estate plan? Here's a 7-step Estate Planning Checklist to help you get started.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
How Income Taxes Work
A quick look at how federal income taxes work.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Surprises
Making the most of surprises is a great reason to work with us.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?