Guides

Displaying 83 results
First year of Social Security benefits: What happens if you retire midyear?
FEB 05, 2025
First year of Social Security benefits: What happens if you retire midyear?

The Social Security first year of retirement rule applies to those who retire midyear. Find out how this special rule can benefit you in this guide

Real estate investment trust: what new investors need to know
JAN 28, 2025
Real estate investment trust: what new investors need to know

Learn how a real estate investment trust can boost your portfolio. Explore REIT types, benefits, risks, and key market trends for informed decision-making

Comparing 401(k) versus 403(b) Plans: What Your Clients Need to Know
JAN 27, 2025
Comparing 401(k) versus 403(b) Plans: What Your Clients Need to Know

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?

Understanding Social Security Lump Sum Payments for Retirees
JAN 23, 2025
Understanding Social Security Lump Sum Payments for Retirees

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 for Retirement: Tips to Build Wealth and Retire Comfortably
JAN 21, 2025
Investing for Retirement: Tips to Build Wealth and Retire Comfortably

Investing for retirement is necessary since social security is just not enough for retirees. What are the options? Read on to know more

Top 10 best REITs to invest in
JAN 20, 2025
Top 10 best REITs to invest in

Discover the best REITs to invest in. Explore top-performing companies, key metrics trends, and strategies to maximize returns

Top 10 best books on real estate investing
JAN 13, 2025
Top 10 best books on real estate investing

Discover the best books on real estate investing for US B2B professionals. Explore expert insights, strategies, and top titles to scale your real estate portfolio and maximize ROI

Vanguard 401k: A new investors guide to the basics
JAN 13, 2025
Vanguard 401k: A new investors guide to the basics

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

Empower 401(k): A beginners guide to this 401(k)
JAN 13, 2025
Empower 401(k): A beginners guide to this 401(k)

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?

You can maximize your HSA and Medicare benefits with this tactics
JAN 13, 2025
You can maximize your HSA and Medicare benefits with this tactics

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

A simple guide to social security survivor benefits that anyone can understand
JAN 13, 2025
A simple guide to social security survivor benefits that anyone can understand

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

Investing in AI: A beginner's guide to this exciting stock option
DEC 17, 2024
Investing in AI: A beginner's guide to this exciting stock option

Google, Amazon, Apple, and Invidia are among the biggest AI companies whose stocks are enjoying massive growth. Should you invest in them

Our Merrill Lynch 401k Guide will help you understand the offering of this top retirement fund
DEC 17, 2024
Our Merrill Lynch 401k Guide will help you understand the offering of this top retirement fund

Wealth management firm Merrill Lynch offers its own 401(k) plan. So, is it worth considering? Find out in this article

A guide to the Prudential 401(k) to read before you start investing
DEC 17, 2024
A guide to the Prudential 401(k) to read before you start investing

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

What happens to a remarried widow’s Social Security benefits?
NOV 13, 2024
What happens to a remarried widow’s Social Security benefits?

Remarried widows can continue collecting Social Security survivor benefits, but certain rules apply. Learn more about the SSA's requirements in this guide

Crypto investment scams: common types and how to avoid them
NOV 05, 2024
Crypto investment scams: common types and how to avoid them

How can you spot a crypto investment scam? What should you do if you've been scammed? A crypto forensic expert answers these questions and more in this guide

How to suspend Social Security benefits: what every retiree should know
NOV 05, 2024
How to suspend Social Security benefits: what every retiree should know

If you've reached FRA and want to change you claiming decision, this guide on how to suspend Social Security benefits can prove useful

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