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Helping You Invest Wisely

Gain access to articles, videos and tools, day or night.

How Cost of Living Adjustments are Calculated

When you file for Social Security benefits or Supplemental Security Income (SSI), your lifetime earnings determine the amount of your monthly retirement benefit. However, this number is not static for…

College Savings Plans

Ready to test your knowledge? You’ll have ten multiple choice questions to answer. Click on each question to reveal the question and multiple choice answers. After you’ve completed answering all…

The “2K Rule” for College Savings

According to the investment firm Fidelity, the average family is on track to save only 29 percent of the total amount their child will need to pay for a college…

Spend it or Invest in an IRA?

Spending money today has a retirement price tag on it. What you fail to put away today for your retirement will impact how much you have available to you when…

How are Social Security Benefits Calculated?

You are nearing retirement age and wonder how much money you can expect from the federal government in Social Security benefits each month after leaving the workforce. The short answer?…

Gig Worker Retirement Strategies

Over the past several years, there has been a significant rise in gig workers and the number of affiliated companies that utilize them. According to MBO Partners, there are 64.6…

Working in Retirement

The traditional view of retirement is changing, and it is changing quickly. For example, retirement was when you could travel or spend long days with your grandchildren. These days, however,…