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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
Year-End Moves to Optimize Retirement Transitions
Strategic year-end moves to help you prepare your finances and set goals for a successful transition to retirement.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Teaching Kids About Money Early: Financial Habits That Stick
Everyday conversations and simple habits can help kids build lasting financial skills from an early age.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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?
The History of Currency
Currency has been around for a long time. Here's a quick history lesson.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
How Insurance Supports Your Financial Goals
Discover how insurance can protect your income, family, and future while supporting long-term strategic financial planning.
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Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.