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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
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Why You Should Invest in Your 401(k)
Did you know that your savings can compound over time?
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
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Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
College Savings
See how much you may need to save now to cover future college costs for your child.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.