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
Sign Up for Our Weekly Commentary
Each week we will email you our commentary of the previous week's happenings in the markets.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
If you find it hard to attain personal life goals, there’s an app for that!
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
One of the most common questions people ask about Social Security is when they should start taking benefits.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Why are 401(k) plans, annuities, and IRAs so popular?
Here are five facts about Social Security that might surprise you.
There are hundreds of ETFs available. Should you invest in them?
Around the country, attitudes about retirement are shifting.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are three things to consider before dipping into retirement savings to pay for college.