Your Independent Advocate and Guide
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..Learn More
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A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Military families face unique challenges, making personal finance even more critical.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
There are benefits and limitations when you decide to donate stock.
If you find it hard to attain personal life goals, there’s an app for that!
Understanding the value of a home warranty.
Gaining a better understanding of municipal bonds makes more sense than ever.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here’s a quick guide to checking to see if you have unclaimed money.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Learn about cyber liability insurance in this entertaining video.
You’ve made investments your whole life. Work with us to help make the most of them.
Even low inflation rates can pose a threat to investment returns.