Social Security

Your clients may lack knowledge when it comes to Social Security.

It turns out that common cognitive shortfalls apply to Social Security planning as much as investment strategies.

The benefit will be reduced if her husband dies before she turns 66. But if his death occurs after she reaches her FRA, she'll be able to collect his full retirement benefit.

It turns out that these principles aren’t limited to investment strategies.

Demystifying COLA and maximum earnings subject to tax increases.

Many pension plans are facing financial woes, with many of them reducing pension payouts to their beneficiaries.

Demystifying COLA and maximum earnings subject to tax increases.

Four reasons why this is critical when helping clients with retirement.

Clients who want to reduce their expenses during retirement may want to move to a state that doesn’t tax these government benefits.