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Articles and Blog Posts

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2024 Important Numbers

There are lots of important numbers that you need to keep in mind when planning for retirement. In some cases, those numbers are annual limits that change each year. Other times, the figures do not often change, but are used frequently. Given the variety of sources that report relevant numbers, it can be difficult to quickly find the right reference when you need it.

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Social Security Quick Reference Guide for 2024

This quick reference guide provides key Social Security numbers to help you in planning. The percentages shown here are applied to the primary insurance amount (PIA) of the worker on whose earnings record benefits are being claimed. The PIA can be found on the worker’s Social Security statement. It is an estimate of the benefit amount if claimed at full retirement age (FRA). You can obtain your latest statement by opening an account at ssa.gov/myaccount.

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Identity Theft Steps for Victims

Unfortunately, identity theft is likely to impact us all at some point. However, knowing what steps to take to avoid or at least minimize significant damage to your financial life can be confusing to say the least. We created this easy-to-follow guide on steps to take immediately, what steps to take next and additional steps you may want to take to avoid future issues.

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What worked for you before retirement may not work during retirement.

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