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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 Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
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IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
College Savings
See how much you may need to save now to cover future college costs for your child.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Rightsizing for Retirement
What does your home really cost?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.