How Will Working Affect Social Security Benefits?
In a recent survey, 75% of current workers stated they plan to work for pay after retiring.¹
And that possibility raises an interesting question: how will working affect Social Security benefits?
The answer to that question requires an understanding of three key concepts: […]
Red Flags for Tax Auditors
No one wants to see an Internal Revenue Service (IRS) auditor show up at their door. The IRS can’t audit every American’s tax return, so it relies on guidelines to select the ones most deserving of its attention.
Here are six flags […]
How Do Income Taxes Work?
Taxpayers and businesses spend an estimated 7.9 billion hours a year complying with tax-filing requirements, which is worth $413 billion in economic value just to comply with tax regulations.1
As complex as the details of taxes can be, the income tax process is fairly […]
9 Facts About Social Security
Social Security has been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you.
- The Social Security […]
Stay on Track: Key Financial Dates to Remember This Year
Managing your finances effectively requires awareness of important dates throughout the year. This comprehensive financial calendar highlights crucial deadlines and events in 2025 to help you plan ahead and stay organized.
