Case Study: Estate Planning When an Heir Faces Mental Health Struggles
By Dinah Wisenberg BrinAn advisor's emotional intelligence and chairside manner may rival financial knowledge in importance when guiding clients through such scenarios.
December 12, 2025
Social Security Case Study: How a Couple Could Boost Lifetime Benefits by $100KClients may be surprised by just how much of a difference an optimal claiming decision can make.
December 02, 2025
Social Security Claiming: The Case of the Big Age GapCouples with a significant difference in their ages have a strong incentive to be strategic while accessing benefits.
November 03, 2025
How Roth Conversions, Senior Deductions and Taxes Affect Social Security ClaimingThe size and location of assets expected to complement benefits income should inform clients’ claiming decisions.
October 28, 2025
Social Security Claiming: How Dependent Children Change the MathThe “right” claiming decision isn’t always about maximizing the potential dollar amount.
October 02, 2025
Dinner With the Wealthy: A Case StudyWe met this couple through our charity work. Here are the HNW networking lessons we put into practice.
October 02, 2025
Social Security Claiming: The Case of Two Ex-Spousal BenefitsKelly could claim her own worker benefit, but drawing income from former husbands results in a larger return.
May 08, 2025
10 Years On, Social Security’s Deemed Filing Rules Still ConfuseNuanced questions about the claiming strategy keep tripping people up, especially in cases of divorce.