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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
Simple Strategies for Tax-Intelligent Cash Flow
Looking to minimize taxes? Learn how understanding cash flow can help you keep more of your money and work toward your goals.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Year-End Moves to Optimize Retirement Transitions
Strategic year-end moves to help you prepare your finances and set goals for a successful transition to retirement.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Resolutions to Help Build Financial Independence
Pursue financial independence in 2024 with a few simple but empowering resolutions.
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Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Surprises
Making the most of surprises is a great reason to work with us.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?