The Critical Importance of Asset Coordination in Retirement Planning
Failing to account for Social Security in the retirement portfolio is a major fiduciary fail, putting the client’s retirement and the advisor’s business at risk.
Top 10 Social Security Myths: Part 2
Don’t let your clients sacrifice their benefits on the altar of misinformation. In part two of our series, we debunk five more Social Security myths.
Top 10 Social Security Myths: Part 1
Don’t let your clients sacrifice their benefits on the altar of misinformation. In part one of a series, we debunk five big Social Security myths.
Social Security Claiming Options: Don’t ‘Save the Date’
Social Security agents want you to get the most in benefits, but the more important issue is when you get those benefits.
Social Security and Tax Planning: The Advisor Opportunity
Neither process is fun, but relieving the confusion and frustration surrounding the Social Security planning and claiming process represents a major business-building opportunity for advisors.
Don’t Take Retirement Advice From the Social Security Administration
It’s not that SSA employees won’t give advice on how and when to claim benefits; it’s that they can’t. So make sure you step up.
The Wealthy Need Social Security Advice, Too
The need for quality Social Security claiming advice is greater than ever, so why isn’t the industry responding?