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A client says if he had been told he was eligible for a lump-sum payment for back benefits, he would gladly have taken it, even if it meant a reduced monthly benefit for life.
June 2
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Many Americans stop working before age 70 for health reasons. In one study, nearly 80% of workers who stop working before age 65 do so for their own health or to care for a family member.
May 31
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Be careful with Social Security and Medicare. Missteps can hurt client relationships.
May 31
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Modifying popular claiming strategies opens up new client opportunities.
May 31
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Clients really can spend more now and have more later by delaying when they begin payments.
May 31
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Clients really can spend more now and have more later by delaying when they begin payments.
May 31
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Modifying popular claiming strategies opens up new client opportunities.
May 31
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Back Social Security benefits are often overlooked – how to help clients collect.
May 31
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The best way to cut the tax bill is to pull from a variety of income sources.
May 31
