Entries by Mister Social Security

Educating Yourself on Social Security

It’s a fact: 57 percent of people look to their financial professional to help them analyze their Social Security options. If you can’t help them, they look for someone else. You need to advise your clients the right way. Too many people take the wrong benefit at the wrong time and it’s always smaller – and it’s forever.

Survivor Social Security Benefits

I get this question a lot. What will my benefits be when my husband passes away? When one spouse dies, the other can collect Social Security survivor benefits. So spousal benefits (if being collected) now become survivor benefits. This is applicable for either spouse, but let’s take a look at John and Cheryl…

Top 10 Reasons Clients Need You

Too many people go into retirement thinking they understand all there is to know about Social Security. That rarely is the case. That’s why they turn to you, their trusted financial professional. The more you learn about Social Security and the more resources you utilize can help these clients make the right decisions at the right times to maximize their Social Security benefits.