social security
5 Steps to Claim Your Ex’s Social Security After Divorce
Love and marriage donât always last forever. But if your matrimony lasted 10 years or more, the financial benefits can last a lifetime. Thatâs because you may be able to take Social Security based on your ex-spouseâs benefits instead of your own, even if you divorced decades ago. The philosophy is that both spouses often [â¦]
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This Often-Overlooked Way to Fund Your Roth IRA Has Many Advantages
A Roth annuity can create tax-free lifetime income during retirement or reduce your risk while saving for retirement.
Your Third Stimulus Check: How Much? When? And Other FAQs
The IRS is sending out another round of stimulus payments. Here’s what you need to know about the third stimulus check with your name on it.
Estate Planning for Millennials – How to Get Started
10 Questions Retirees Often Get Wrong About Taxes in Retirement
You worked hard to build your retirement nest egg. But do you know how to minimize taxes on your savings?
Own Occupation vs Any Occupation Disability Insurance, Explained
Many of us rely on a job for our income. If that includes you and you find yourself unable to continue performing your job duties because of a physical ailment, disability insurance can be a godsend. It replaces a portion of the income you lose when you canât work. However, disability insurance comes in two […]
The post Own Occupation vs Any Occupation Disability Insurance, Explained appeared first on SoFi.
The Potential Financial Silver Lining of the Pandemic
People have been forced to be more mindful of their saving and spending lately. But letâs take it a step further, and train that focus on your retirement readiness.
Helpful Guide to Reading Your Credit Report
Your credit report contains information about your financial history including lines of credit and how you are settling them. Itâs advisable to review your credit report at least once a year. This allows you to tell how you fair in the eyes of creditors. It also helps you to come up with ways to fix […]
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