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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
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Resolutions to Help Build Financial Independence
Pursue financial independence in 2024 with a few simple but empowering resolutions.
Buying a Home
A look at what you need to think about when buying a home.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
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Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
College Savings
See how much you may need to save now to cover future college costs for your child.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.