5 opportunities Social Security’s new statements offer advisors, participants

5 opportunities Social Security’s new statements offer advisors, participants

Byhealthnetco

Social Security statements already served as handy tools. But the changes that the Social Security Administration is rolling out will help advisors and clients even more. Advisors who have never used their clients’ Social Security statements to provide a clearer picture of how much they will get when they retire have been missing an opportunity, according to advisors and financial planners interviewed….

Claiming Social Security: Too many think it’s “as simple as flipping a switch”
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Claiming Social Security: Too many think it’s “as simple as flipping a switch”

Byhealthnetco

Lack of knowledge about Social Security is like getting a new job but not asking when you would start and how much you would make. When it comes to Social Security benefits, many Americans may be leaving a lot of money on the table – but financial professionals and employers can help with that, according to…