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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
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
What's My 2026 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Financial Strategies for Women
Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Adapting Your Money Habits for a Confident Retirement
Learn five simple strategies that can help you adjust your financial habits for a more confident, fulfilling retirement.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Prepare for Unexpected Expenses in Retirement
Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.
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How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Tuning Your Social Security Benefit
When should you take your Social Security benefit?