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Most of us associate Social Security with retirement, but advisors should also be familiar with disability and survivor benefits. A client who contracts heart disease, cancer, HIV, or any number of other serious impairments before reaching retirement age may need all the income he can get.
Clients are often confused about whether to apply early and draw a smaller check—or hold out for larger benefits. The key to determining what's best for a particular client is to calculate the break-even point.
Your clients may have earned enough money to make them millionaires. But how much have they saved?
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025