Investment Strategy: Financial Market Basics
This article is designed to help your clients understand the basics of investing by breaking down the four types of financial markets.
Social Security and Your Spouse
Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.
Social Security and Retirement Earnings
Just because you've retired doesn't mean you have to stop working. However, working income may affect your social security earnings.
Retirement Strategy: How Much Should I Save?
The answer to "How much?" varies from individual to individual. An overview of how to calculate the size of your retirement.
Social Security: Choosing When to Claim
One of the most complex and important financial decisions you can make is when to claim Social Security. Here are some key points and considerations to think about when you should claim Social Security.
Retirement Strategy: How Retirement Strategy Has Changed
How has your retirement strategy changed over time? This article explains several types of retirement strategies, and explains several of the factors to consider as you plan for your golden years.