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Insights & Ideas

Keeping you at the forefront of modern investing
CONTENT WITH Social Security
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You may be eligible to collect Social Security as early as 62, but waiting until age 70 yields greater benefits for most people. Here’s how to decide.
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Social Security benefits begin with you—but they don’t end there.

Divorce After 50

What to know when going through a late-in-life divorce.
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While money should never be the reason to marry, tying the knot can be good for your mutual bottom line.
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While working past age 70 could mean higher Social Security benefits, it could also mean higher taxes and more.
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If you’ve retired but are considering returning to work, be aware that your decision may affect your tax situation, Social Security and Medicare benefits.
If an illness or unexpected change at your company forces you to retire earlier than anticipated, here’s what you can do.
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Social Security disability benefits are paid to millions of Americans—but the process to qualify is lengthy. Don’t delay.
Whether your Social Security benefits are taxable depends on your income level and, in some cases, the state in which you reside.
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Don't lose out on valuable benefits by collecting Social Security too early. Carefully weigh your options to get the best return on your money.
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