Social Security Right Now: Beyond the 5.9% COLA

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How to Start a Social Security Conversation With Anyone

Nearly everyone will one day receive Social Security, so everyone is interested in it to some degree. Chatting about Social Security in the coffee line or at a party is engaging, nonthreatening, and helpful—and in some cases will lead to new business.

The Social Security Statement as a Financial Planning Tool

The Social Security statement can be one of your best financial planning tools. Regardless of a client’s age, it can lead to targeted conversations about life planning, financial planning, health insurance, investments, life insurance, tax planning and more. Here’s how to use it to best advantage with clients at every life stage.

How Clients Can Maximize Their Social Security Benefits

As they approach their 60s, clients get more interested in the potential of Social Security to round out their retirement income picture. There are several ways to increase this source of life-long, inflation-adjusted income that they will want to know about.