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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
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
What You Need to Know About Social Security
Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
How to Bake a Pie-R-A
Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?