Guides

Displaying 70 results
Best Social Security strategies for married couples
NEWS GUIDES 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
NEWS GUIDES 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
NEWS GUIDES 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 
NEWS GUIDES 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 
NEWS GUIDES 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 
NEWS GUIDES 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
NEWS GUIDES 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 
NEWS GUIDES 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 
NEWS GUIDES 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 
NEWS GUIDES 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 
NEWS GUIDES 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 
NEWS GUIDES 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 
NEWS GUIDES 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 
NEWS GUIDES 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

Key insights on Prudential 401(k)  
NEWS GUIDES JUN 26, 2024
Key insights on Prudential 401(k)  

Is the Prudential 401(k) sufficient for your retirement planning, or should you seek an alternative provider? Know more here

A look at 401(k) Transamerica fees 
NEWS GUIDES JUN 13, 2024
A look at 401(k) Transamerica fees 

Is the 401(k) from Transamerica a good retirement plan or should you skip it and choose other 401(k) providers? Find out more in this article

What is the SEC? 
NEWS GUIDES JUN 13, 2024
What is the SEC? 

Few people realize what the SEC is and how important it is. Get to know more about the SEC and how it safeguards investors, financial markets, and the nation at large

Comparing the 401(k) vs. pension plan 
NEWS GUIDES JUN 06, 2024
Comparing the 401(k) vs. pension plan 

In this article on 401(k)s vs. pension plans, we’ll go over the similarities, differences, and unique features of both. Which plan is better for your clients? Read on to find out

401(k) versus 403(b): guiding clients through retirement plan choices 
NEWS GUIDES JUN 06, 2024
401(k) versus 403(b): guiding clients through retirement plan choices 

The 401(k) and 403(b) are retirement plans, each having their share of pros and cons. Which of these is more beneficial to investors?

The worst investment scams of all time 
NEWS GUIDES JUN 05, 2024
The worst investment scams of all time 

We list some of the worst investment scams of all time and provide some tips to avoid investment scams as well