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 trust fund is huge. It was $2.8 trillion at the end […]
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.
- Write down the major financial events you anticipate in the […]
When to File a Home Insurance Claim
Insurance is meant to protect you against financial loss. But is it really meant to protect you from any and all financial loss? When it comes to filing a loss claim on your home insurance, there may be times when not filing may be the wisest course of action.¹
According to one study, […]
Budget Check Up: Tax Time Is the Right Time
Every year, about 140 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software to take advantage of every tax break the code permits.¹
It […]
Protect Your Valuables: The Ultimate Guide to Home Inventory
Only 47% of Americans have completed home inventory, despite the fact that more than 3 million Americans were displaced by natural disasters in 2023.¹,³
It’s great to have insurance against damage and loss, but if you can’t show proof of your possessions, it may result in a protracted settlement […]
