Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
How Husbands' Early Social Security Claims Can Put Widows at Risk
By Rob BurgessCouples who time their claims without considering survivor benefits are "asking the wrong question," an advisor says.
July 20, 2026
New Bill Expands Social Security Survivors' BenefitsThe Surviving Widow(er) Income Fair Treatment (SWIFT) Act loosens some benefit rules for widows, widowers and surviving divorced spouses.
July 13, 2026
How to Help Clients Fund the Retirement Life They Truly WantThe gap between what clients say they want and what they need is where most retirement conversations go wrong.
July 13, 2026
This Social Security Designation Is Growing FastMore than 1,500 financial professionals have enrolled in the Registered Social Security Analyst program in the past 12 months.
June 18, 2026
The Real Risk Isn't Social Security Insolvency. It's How Clients React to It.Advisors have an opportunity to guide retirees and pre-retirees toward something more valuable: perspective.
December 12, 2025
How Advisors' Biases Can Cloud Social Security Claiming AdviceDerek Tharp's framework for early claiming of benefits has two critical flaws.
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 08, 2025
How Health Influences Social Security ClaimingHouseholds that make optimal decisions around starting benefits factor longevity into the process. Sometimes that means claiming earlier.