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
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A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Five phases to changing unhealthy behaviors.
How to help determine life insurance needs to provide for your family after you pass away.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Do you know where the idea of “retirement” comes from?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine your potential long-term care needs and how long your current assets might last.
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.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Smart investors take the time to separate emotion from fact.
$1 million in a diversified portfolio could help finance part of your retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What are your options for investing in emerging markets?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.