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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Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
How to Support Local Businesses During a Pandemic
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
A letter of instruction provides additional and more personal information regarding your estate.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Marriage changes everything, including your insurance needs.
Healthy habits are one of the greatest gifts to give your child.
Tips to avoid checking in luggage on your next vacation.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
For women, retirement strategy is a long race. It’s helpful to know the route.
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.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What if instead of buying that vacation home, you invested the money?