Guides

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10 biggest investment frauds in recent history
OCT 23, 2024
10 biggest investment frauds in recent history

The biggest investment frauds didn't just take billions, they also shattered lives and shook the financial world. Let's delve into the worst scams in past years

Social Security do-over: what are your options?
OCT 23, 2024
Social Security do-over: what are your options?

If you claim retirement benefits and regret the decision, you may get a chance at a Social Security do-over. Find out what option works for you in this guide

Is the John Hancock 401(k) a good deal?
OCT 23, 2024
Is the John Hancock 401(k) a good deal?

The John Hancock 401(k) is one of many 401(k)s for the US market. Is it any different from the other 401(k)s of other institutions? Find out here

Should you take Social Security retroactive lump sum payments?
OCT 10, 2024
Should you take Social Security retroactive lump sum payments?

Filing for a Social Security retroactive lump sum can be tempting – but there are a few caveats. Find out if this retirement strategy is for you

Is claiming retroactive Social Security benefits a good idea?
SEP 24, 2024
Is claiming retroactive Social Security benefits a good idea?

Claiming retroactive Social Security benefits can boost your retirement income but there are long-term implications. Find out if this strategy suits you

How does early retirement affect Social Security benefits?
SEP 19, 2024
How does early retirement affect Social Security benefits?

Early retirement can impact your Social Security payouts in many ways. This guide explores the different scenarios that can affect your benefits

Best Social Security strategies for married couples
SEP 12, 2024
Best Social Security strategies for married couples

Married couples can use different Social Security strategies to boost their retirement benefits. Find out what these tactics are in this guide

Social Security earnings test: a guide for retirees
SEP 11, 2024
Social Security earnings test: a guide for retirees

The Social Security earnings test applies if you earn a certain income and file for retirement benefits before the full retirement age (FRA). Find out how this test works in this guide

Maximizing Social Security benefits for a nonworking spouse
SEP 10, 2024
Maximizing Social Security benefits for a nonworking spouse

Social Security benefits for a nonworking spouse are available based on their partner’s earnings record. How much can they get? Read on to find out

How to restart Social Security benefits 
AUG 29, 2024
How to restart Social Security benefits 

Those who took their Social Security early can suspend and restart their benefits. Find out how to restart suspended Social Security benefits in this article

The rules on Social Security for divorce 
AUG 29, 2024
The rules on Social Security for divorce 

Depending on certain criteria, you may be able to collect on your ex-spouse's Social Security as if you were still married. See how this is possible.

Your guide to the Social Security lump sum benefit 
AUG 19, 2024
Your guide to the Social Security lump sum benefit 

The Social Security lump sum seems like a good benefit to get when it’s offered. But is it as good as it seems? Here’s an honest look

Investing in stocks: a how-to guide
AUG 15, 2024
Investing in stocks: a how-to guide

Stocks investments can be intimidating for beginners. Know more about investing in stocks in this guide

How to avoid Social Security scams 
AUG 15, 2024
How to avoid Social Security scams 

Social security scams are a common practice of fraudsters. Here’s how you can help your clients detect and avoid them

Investing in bonds: a beginner’s guide 
AUG 08, 2024
Investing in bonds: a beginner’s guide 

Bonds are a common component of a diversified investment portfolio that shouldn’t be ignored. Know more about investing in bonds in this article

A closer look at the 401(k) by Empower 
JUL 24, 2024
A closer look at the 401(k) by Empower 

Empower is one of the many 401(k) providers in the U.S. How is the Empower 401(k) different from the others and should you sign up?

What Investors Should Know About the Vanguard 401k 
JUL 24, 2024
What Investors Should Know About the Vanguard 401k 

Is the 401(k) by Vanguard good enough for retirement planning, or should you recommend another provider? Know more here

How to maximize HSA and Medicare benefits 
JUL 18, 2024
How to maximize HSA and Medicare benefits 

Maximizing your clients’ Health Savings Accounts (HSA) and Medicare can be tricky. In this article, find out how you can help them balance both

Social Security survivor benefits explained 
JUL 18, 2024
Social Security survivor benefits explained 

Learn more about Social Security survivor benefits, how to apply, and why they are crucial for estate planning. A must-read for financial advisors

Helping your clients understand survivors benefits 
JUL 04, 2024
Helping your clients understand survivors benefits 

Survivors’ benefits can be a touchy but necessary subject that must be discussed with your clients. Get familiar with survivors’ benefits here