How do you answer life’s tough
financial questions?

  • If I marry again, how will my Social Security benefits be affected?
  • I think I claimed Social Security too early, what can I do now?
  • If I go back to work, will my Social Security benefits change?
  • How do I claim on my ex‑husband’s Social Security benefit?
  • Can I file for retroactive Social Security benefits at 64?
  • Can I claim a spousal Social Security benefit while on disability?
  • Can I claim a spousal Social Security benefit based on a common law marriage?
  • If I retire early, will my pension impact my Social Security?
  • When should I file for Social Security to maximize my benefits?
  • Can I work part‑time while collecting Social Security disability?
  • Should I move from Medicare Advantage to Medicare Supplement?
  • If I stop using my HSA, what happens to it?
  • As a federal employee, should I Sign Up for Medicare at 65?
  • If we leave the country for a year, should we dis‑enroll from Medicare?
  • How do I choose a Medicare drug plan?
  • Do I need to proactively enroll in Medicare at 65?
  • Does it make sense for me to purchase long‑term care insurance?
  • How can we minimize our health care expenses?
  • Will Medicare cover me while traveling abroad?
  • Can I pay Medigap premiums using my HSA?
  • What colleges offer the best financial aid packages?
  • With three kids, how do we get the best deal on college?
  • If we form a trust, will it impact us on financial aid formulas?
  • Can my daughter get a merit scholarship without being a top student?
  • What happens when grandparents help pay for college costs?
  • What is the best student loan to get?
  • What is the best repayment plan for a federal student loan?
  • Can elder care expenses help boost a child’s chances for financial aid?
  • What if my ex‑spouse refuses to fill out financial aid forms?
  • How do financial aid formulas treat annuities?

Financial pros come to Horsesmouth for answers.

Our portfolio of services provides the latest education, tools, marketing and support:

 

Most people leave money on the table with Social Security. Gain access to the education, tools and answers you need to help clients make smart decisions and maximize their benefits. Comprehensive marketing and communications program included.

Learn More

View a preview of the main client presentation included in this program.
Sign up for a live demo, or call (888) 336-6884, ext. 1.

 

Everyone must sign up for Medicare, yet few people understand what to do. Help clients avoid the pitfalls and put this critical piece of the retirement planning puzzle into place. Comprehensive marketing and communications program included.

Learn More

View a preview of the main client presentation included in this program.
Sign up for a live demo, or call (888) 336-6884, ext. 1.

 

Two programs in one. Help retirees pay lower taxes by developing a retirement tax planning strategy. Also, educate all clients on how to best take advantage of the new tax rules. Comprehensive marketing and communications program included.

Learn More

View a preview of the main client presentation included in this program.
Sign up for a live demo, or call (888) 336-6884, ext. 1.

 

Strategies for helping your clients transfer their assets to the next generation. Make sure they have a good plan in place to pass on the wealth they have accumulated, financial and otherwise. Comprehensive marketing and communications program included.

Learn More

View a preview of the main client presentation included in this program.
Sign up for a live demo, or call (888) 336-6884, ext. 1.

 

Help parents save money and their sanity as they search for the colleges right for their kids. Show them how to discover the true costs, get the best deals, and maximize their financial aid opportunities. Comprehensive marketing and communications program included.

Learn More

View a preview of the main client presentation included in this program.
Sign up for a live demo, or call (888) 336-6884, ext. 1.

Horsesmouth Programs and Services

Horsesmouth helps financial professionals educate their clients and grow their businesses. Every day, we serve tens of thousands of advisors, consultants, agents, accountants and other professionals, representing every major financial firm and business model. We are guided by extensive primary research and two decades of experience. The company was founded in 1996 and is headquartered in midtown Manhattan, with employees spread out across the country.

To learn more about all of Horsesmouth’s programs, products and services, visit the store:

Horsesmouth Store

About Horsesmouth

Since 1997, Horsesmouth has been helping financial advisors succeed by providing timely guidance on key topics such as business development, practice management, financial planning and investment strategies.

FOR INSTANT SERVICE Call Toll Free: (888) 336-6884, ext. 1. [Outside U.S.: (212) 343-8760]
or send us a message if you have questions or need assistance.
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