Broadening Your Social Security Horizons
For the majority of Americans who aren’t receiving any Social Security advice, there’s a tremendous opportunity for forward-thinking advisors.
Collecting Social Security Overseas
In our increasingly global economy, any retirement advisor should be able to help clients understand their benefits when retiring abroad.
Are Your Clients’ Social Security Checks Smaller Than Expected?
For retirees on modest, fixed incomes, even a small miscalculation can have significant consequences.
Shoring Up Clients’ Social Security Knowledge Part 2: Maximizing Retirement Income
Most clients aren’t receiving Social Security advice from their advisors, and the majority of those who do have had to initiate the discussion themselves.
Correcting Miscalculated Social Security Benefits
It’s not uncommon for seniors to receive less Social Security than expected. Even a small miscalculation in the primary insurance amount may derail their plans – especially if it’s magnified by early or delayed collection.
Should Clients Ever Collect Social Security Early?
There are a few cases in which collecting early makes sense. Here are some considerations to keep in mind.
Mitigating the Impact of Health Care Costs on Social Security
These strategies can help your clients protect their assets, preserve their legacies and avoid Medicaid.
Shoring up Clients’ Social Security Knowledge Part 1: Basics and Collecting
By fully educating your clients – and yourself – on Social Security, you’ll better help them make sound retirement plans, positioning yourself as a trusted expert in the process.
Social Security’s File and Suspend Has Come to an End
If you’re serving clients who planned to use this strategy, it’s important to understand the alternatives.
Insurers Leaving the ACA Marketplace: Should Your Clients be Concerned?
To allay clients’ fears and help them make financially sound health care decisions, advisors will need to stay abreast of the unfolding situations.