Retirement

Latest Articles

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  What to do before, during and after your annuity free look period

  A free look gives extra time to review an annuity contract and revise your decision.

  6 min read Oct 21, 2024
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  Annuity vs. IRA: What’s the difference?

  Not sure about the difference between an annuity and an IRA? We’ll tell you what you need to know.

  5 min read Oct 21, 2024
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  How to avoid paying taxes on Social Security income

  Here’s how the experts say you can avoid taxes on Social Security and why you might not want to.

  6 min read Oct 17, 2024
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  What is Social Security and how does it work?

  Here’s how Social Security works, how it’s funded, and how it fits into your retirement plan.

  5 min read Oct 17, 2024
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  What is the maximum Social Security benefit?

  Your maximum Social Security benefit depends highly on the age you file.

  3 min read Oct 14, 2024
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  How Social Security benefits are calculated

  Find out how your Social Security benefits are calculated for your retirement.

  4 min read Oct 11, 2024
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  Where Harris and Trump stand on Medicare and Social Security

  Social Security and Medicare act as lifelines for millions of Americans.

  8 min read Oct 10, 2024
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  What is the average Social Security check?

  Find out how much your Social Security payments could grow over time.

  3 min read Oct 10, 2024
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  Social Security payments to rise 2.5% in 2025 after COLA increase

  Here’s how much Social Security payments are increasing for 2025.

  2 min read Oct 10, 2024
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  What is a cost-of-living adjustment (COLA)?

  For people living on a fixed income, the COLA is a critical safety net.

  3 min read Oct 10, 2024