NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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The U.S. Supreme Court reached a landmark decision entitling all married couples to the same legal benefits regardless of sexual orientation, which means all your same-sex clients in committed relationships (married or not) could benefit from a Social Security review.
If your clients are older parents and have minor children at home, Social Security benefits may be available to them. Know these rules to get maximum benefits for the family.
With the demise of guaranteed pensions, and in light of the risks you face in managing your own retirement assets, maximizing Social Security becomes a critical part of retirement planning.
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The AI-Powered Financial Advisor
Begins September 18, 2025