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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.
Clients who have been laid off or are facing business downturns may be considering claiming Social Security if they have reached age 62. These guidelines can help navigate the decision. Plus the facts on how Social Security is functioning during the pandemic.
While most financial institutions recognize a properly executed power of attorney, clients should know that the Social Security Administration does not. SSA has its own form that appoints a personal representative to interact with SSA on someone’s behalf.
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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