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And it's getting hotter. Respond to clients' deficit concerns with the latest facts on the Social Security trust fund.
New proposals to beef up Social Security center on increasing taxes on high-income earners. While nothing has been legislated yet, discussing these issues with your clients will help them understand the importance of maximizing their benefits within their retirement plan.
Wall Street Watch: In honor of Father's Day, we explore the risk and return of children and how they should pay for our retirement. Plus, red flags to watch that could affect their ability to pay, and the Father's Day Friday Funnies.
The recent headlines of doom about Social Security's long range viability were a little alarmist. Yes, the program has its issues, but there is still time to act to offset future setbacks.
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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