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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Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
It's important to understand how inflation is reported and how it can affect investments.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Calculating your potential Social Security benefit is a three-step process.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The decision whether to buy or rent a home may have long-term implications.
When do you need a will? The answer is easy: Right Now.
Are you ready for retirement? Here are five words you should consider.
Taking your Social Security benefits at the right time may help maximize your benefit.
Estate conservation is too important to put off. Do you have a smart exit strategy?