Posts Tagged Social Security

Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects

By Heather L. Schreiber, RICP®, HLS Retirement Consulting, LLC Who collects Social Security today? Eighty-four percent of non-married retirees and 85 percent of married retirees collect Social Security benefits. Fifty-five percent of Social Security beneficiaries in 2016 were women. Let’s look at the relative importance of Social Security in the broader scope of how American […]

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Posted in: PROTECT the Plan from Retirement Risks, Social Security Planning

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Maximizing Your Clients’ Social Security

By Matthew Allen, CEO, Social Security Advisors About 70 percent of Americans fail to make a smart Social Security decision and instead just guess or claim early. On average, this costs about $120,000 per couple and amounts to about $25 billion per year in lost benefits. Why is this happening? Social Security is complicated. There […]

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Posted in: PROTECT the Plan from Retirement Risks, Social Security Planning

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Women and Retirement

Presented by: Cindy Hounsell, JD, President of Wiser, Mary Beth Franklin, CFP®, and Betty Meredith, CFA, CFP®, CRC®, President of Int’l Retirement Resource Center Most people are familiar with the issues that are unique to women. We’re talking about some issues that may be less familiar. Women earn less. It seems to be improving for […]

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Posted in: PROTECT the Plan from Retirement Risks, Women and Retirement

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Finding Optimized Income Strategies for the Middle Market

By Manish Malhotra, MBA, Founder, President & CEO of Income Discovery – Expert on Retirement Income Planning Software Editor’s note: Retirement income planning is complex, as it requires breaking down the silos of retirement plan or product type and evaluating how to combine resources such as Social Security, human capital, home equity, and various types […]

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Posted in: PROVIDE Retirement Income, Retirement Income Planning and Spending, Retirement Readiness Planning

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