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.
Spousal benefits allow a person to receive up to half of their spouse's retirement benefits. However, the 2015 Bipartisan Budget Act changed some of prior criteria. Watch this short video to learn more.
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.
Many clients and potential clients are far from being on track in saving for retirement – but does that make a happy retirement impossible? Here are three quick strategies to help get your overspending clients reaching for their credit cards a little less frequently.
Good news: We’re all living longer. Bad news: Retirement is more complicated. Convincing clients on employers’ sponsored plans to work just a little bit longer can help get them an edge on saving. Here’s why.