Claiming Strategies
The top news, insights and advisors can use to best help clients with Social Security claiming strategies.
Retirement Pros Take On Inflation, 4% Rule at Morningstar
By Ginger SzalaChristine Benz, David Blanchett and Karsten Jeske discussed questions like whether retirees should spend less in a down market.
May 03, 2022
How Social Security Spousal Benefits Really Work: A Case StudyA 66-year-old gets advice from an older sister that's well-intended but incorrect. Here are the facts.
April 19, 2022
10 Financial Planning Steps to Take Within 10 Years of RetirementFollowing these steps will help ensure your client can retire successfully and on time.
April 11, 2022
Retirement Planning Is No Laughing Matter: WealthConductor CEOYour clients want a customized planning approach that addresses their biggest fears, Sheryl O'Connor tells ThinkAdvisor.
April 05, 2022
Cheat Sheet: 10 Social Security Facts Every Advisor and Client Should KnowHere's a guide for talking about Social Security with clients, even if you're not an expert.
April 04, 2022
Everything You Need to Know About Social Security's Retirement Earnings TestA thorough understanding of the test rules can enable advisors to tailor claiming strategies to their clients.
March 29, 2022
Jamie Hopkins: Congress Will Fix Social Security — EventuallyThe retirement expert discusses inflation, CPI-E and how Social Security will fare going forward.
March 29, 2022
When Should Your Client Claim Social Security? 7 Questions to AskWaiting longer means a bigger benefit, but this isn't the optimal answer for every client.