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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
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
How to Effectively Budget as a Couple
Be sure that you agree on how to go about combining your finances as a couple before discussing how you'll handle expenses.
A Meal for All Generations
When it comes to generational differences, knowing the facts can be difficult.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Balancing Family Giving and Retirement Planning
Learn how to set guardrails around gifting and spending so generosity strengthens your family, not your retirement risk.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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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.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
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Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.