Family and Finances, Life Events, Retirement Planning
Social Security survivor benefits present an important source of income for many of your clients. But there are several important and unique issues that must be considered for any client that has recently lost their spouse or ex-spouse, before filing a claim to...
Financial Planning, Life Events
There are many important milestones in life to keep top of mind. Eligibility requirements often depend on your year of birth, residency, or other personal circumstances. With these variables, it can be difficult to track how one’s age can open or close important...
Life Events, Retirement Planning
Disability benefits under Social Security can be difficult to understand. There are numerous stringent requirements that must be satisfied before Social Security will even formally review an applicant’s disability. Your circumstances must be considered under the...
Family and Finances, Life Events, Retirement Planning
Under Social Security, spousal benefits present an important source of income for many of your clients. But there are several important factors and issues that must be considered. Determinations regarding available benefits and timing can be difficult. To help make...
Family and Finances, Life Events, Retirement Planning
Social Security benefits can be confusing for a divorced individual. There are several important and unique issues that must be considered before filing a claim to collect Social Security benefits. To help make the analysis easier, we have created the “Am I Eligible...
