Paul Norr
Certified financial plannerPaul Norr is a certified financial planner with Bucks County Financial Planning Group in Thousand Oaks, Calif.
Paul Norr is a certified financial planner with Bucks County Financial Planning Group in Thousand Oaks, Calif.
There are some situations where delaying is neither feasible nor prudent. Here’s how to weigh them.
For years, it seemed that a decline in monthly benefits was a long way off. Now it may be sooner than expected. Here’s what advisers need to know.
A majority of people still lack basic knowledge about Social Security. Be sure to educate your clients so they're not part of that scenario.
Your clients may lack knowledge when it comes to Social Security.
Shock and awe: When actual retirement health care costs soar beyond what a client had anticipated for their later years.
Present information in manageable doses and start with demystifying the three most common costs for retirees on standard Medicare insurance.
While many are woefully uninformed about the mechanics of Social Security, better information alone is not enough to guarantee better claiming behavior.
How to maximize government retirement income for couples, irrespective of their marital status.
Payouts to spouses and survivors appear similar but are different enough to cause headaches.
By educating themselves and clients about these possibilities, advisers can diffuse some retirement planning worries.