Do you need a financial advisor? Learn what advisors actually do, who benefits most, and when hiring one is worth the cost.
Unfortunately, if you apply for your spousal benefit when you reach full retirement age, your own benefit will no longer accrue delayed filing credits. While that’s a cut-and-dried answer, I’ll ...
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Ask an Advisor: I Claimed Social Security on My Late Husband's Record and then Unretired in 2024. Can I Claim a Higher Benefit Now?
I am 68 and claimed my husband's Social Security when I first retired back in 2023 because when he died in 2022, his benefit ...
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Ask an Advisor: Can I Collect Spousal Benefits for 5 Years, Then Switch to My Own? I'm 62 and My Husband Is 68
My husband began drawing his Social Security at age 62. He is 68 now (born in 1955), while I am 62 (born 1961). If I begin to ...
An independent financial advisor is a professional who offers personalized financial guidance without being tied to a specific financial institution or product provider. This independence can allow ...
Americans who work with a financial advisor have more advantages than those who don’t, according to a recent Northwestern Mutual study. For example, they expect to retire two years earlier than those ...
Deciding when to claim Social Security is tricky if you and your adviser haven't thoroughly covered the topic. Here's how to ...
These recent trends show that many banking consumers are managing their financial needs online and rarely, if ever, visiting a local branch. With so much available to you within your bank’s app or on ...
My wife started collecting Social Security at age 65, but it’s a tiny amount. I am planning on retiring in two years at 65 (67 is my full retirement age). Can my wife collect spousal benefits of 50% ...
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