Our industry abounds in articles about retirement planning – how to position assets, what products to use, and risks to a successful retirement. Today we will look at Social Security benefits and how to advise your clients on when to claim.
When to start benefits for both single and married clients can affect the overall success of a plan. C
laiming social security becomes even more critical when there are minimal assets to work with. A recent paper published by NY Life addresses some of these issues. Don’t leave your clients’ decision to chance. Include this conversation before retirement age. If you would like to read the white paper, click here. Feel free to give me a call at 585-273-8530 ext 3003, or send me an email at lcasper@e-upstate.net for further information.