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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
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
A Quick Guide to Charitable Trusts
Want to Know if a Charitable Trust is appropriate for you? Understand the philanthropic and tax implications.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Your 4% Withdrawal Strategy May Not Be Enough
Get the Tax Guidance You Need to Help Live the Retirement You Desire
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
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What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.