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Divorced? What you need to know about your Social Security options
Starting a conversation with a financial professional can help you understand your benefits and filing options. If your earnings history....

Married? Know your Social Security benefit options and free report.
Spousal benefits can be complex, and decisions surrounding these benefits require careful thought and planning. It’s never too early to ....

Protect Your Retirement 100% Tax and Penalty Free.
Consumers with a large IRA have a tax problem. If they don’t use it or leverage it, they will likely lose a significant portion to future ta

Social Security: The 64,000 Dollar Question
One of the most common questions people ask about Social Security is when they should start taking benefits.

How To Reduce Social Security Taxes In Retirement
Combining taxable IRA and retirement plan income with Social Security income in the same year causes retirees’ effective tax rates to soar.

The Basics of Medicare
Medicare is the federal government program that provides health care coverage (health insurance) if you are 65+, under 65 and receiving Soci

How Delaying Social Security Pays Off
Combining taxable IRA and retirement plan income with Social Security income in the same year triggers the torpedo, causing retirees’ effect

An Important Guide If You Are On Medicare (or Enrolling Soon)
Healthcare costs are one of the biggest expenses retirees face (but can be very manageable with the right knowledge!) which makes choosing t

Retirement Tips For Empty Nesters and Retirees
With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very li

9 Facts About Social Security
Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do y

Understanding the Basics of Medigap Policies
Medicare coverage can be a critical component for living a healthy life in retirement, as well as for maintaining your financial......

Social Security Benefits: How Much Will I Receive
The decision of when to take Social Security versus retirement plan benefits might change significantly if taxes are considered. A result...

4 Steps to Protecting a Child with Disabilities
Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost..

Investment Portfolios Head-To-Head With Recession Volatility
This FREE eBook focuses on 3 sections that will help you assess your current investment situation based on where you are: More than 10 years

Women Retirees Underestimate the Coming Long-Term Care Tsunami
According to a Genworth study, Americans are unprepared for the skyrocketing cost of long-term care, and expect the government to cover it.

Retirees Pay More Taxes in Retirement Than Necessary | Annuity Strategies
At retirement, our growth investment plans become income investment plans. What happens when a growth plan becomes an income plan? Split Ann

Historical Lessons To Learn From
When the economy is tooling along and we find ourselves facing only an occasional hiccup in our money matters that falls short of expectatio

Will your retirement money last as long as you do?
If you worry that your money won't last your entire retirement, you're not alone. As of 2017, the average 65‑year‑old man can expect to live

Answered: Your Most Burning Questions About Will I Run Out Of Money In Retirement?
Investment planning is different from retirement planning and as retirement age Americans sit helplessly waiting for a cure to COVID-19, ret

















