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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
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
U.S. Personal Savings Rate
What can be learned from the savings rate?
A Quick Guide to Socially Responsible Investing
Want to contribute to a better world and grow your wealth? Learn how in this quick guide to socially responsible investing.
Tips for Improving Your Financial Health into Retirement
Here are ten key steps to help improve your financial health and make the most of your retirement years.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How to Keep Building Wealth When Costs Rise
Rising costs affect all areas of life. Learn how to build a financial strategy to combat inflation.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
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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.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Saving for College 101
Here's a crash course on saving for college.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.