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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
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Tax Strategies to Help Maximize Returns and Minimize Burdens
Looking to reduce your tax burden? Learn tax-efficient investment strategies that could help you keep more of your money.
Smart Retirement Habits for Retirement Success and Security
Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.