Determining Social Security filing strategies can be confusing, especially with over 2,700 rules to consider. Many of these rules have changed as a result of the Bipartisan Budget Act of 2015. Watch this video to learn more.
Survivor benefits are critical for both men and women. The Bipartisan Budget Act of 2015 left survivor benefits mostly unchanged. Watch this short video to learn why it is important for survivors to work with their financial advisor to help maximize their benefits.