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.
About Mister Social Security
Tom Hager CPA, NSSA is a Certified Social Security Advisor by the National Social Security Association.
Entries by Mister Social Security
I have the pleasure of writing this weeks Social Security blogs and sharing information on WEP and GPO. WEP (Windfall Elimination Priovision) and GPO (Government Pension Offset) both affect your Social Security. Here are some details…
Over the next several weeks, we will be sharing in blocks of 10 Social Security tips to help you maximize your claiming strategy. Please call us to help you strategize the best path for you. Don’t leave your money on the table.
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…
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.
Mister Social Security is not affiliated with or endorsed by the Social Security Administration.