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The timing of a divorce or second marriage can have a substantial impact on a client’s future Social Security payments. Help clients keep as much as possible by reviewing the rules on divorced spousal benefits and remarriage.
Boomers are on a mission to get their money out of Social Security. So the next time clients ask how they can maximize their benefits, give them three options that almost anyone can do.
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.
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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