NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey
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Social Security questions are tricky as advisors muddle through PIAs, FRAs, claiming strategies, and more. Here are just some of the questions (with answers) that flood into Horsesmouth's Social Security hotline.
Horsesmouth Essential: Health care planning gets tricky when couples with health savings accounts want to work beyond Social Security's full retirement age. The rules say HSA contributions must stop once enrolled in Medicare, but is that the best decision for clients? We look at the issues and the numbers.
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The AI-Powered Financial Advisor
Begins October 16, 2025
Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins October 21, 2025