Showing Category: Social Security
Social Security

Social Security: Everything You Need to Know (and why it should matter to you)

Few advisors truly understand and implement Social Security planning into their practices. But the knowledge they can provide can make a big difference in a client's overall retirement success. So, it's important to get the facts and learn how you can start having discussions around Social Security with your clients.
Social Security

Everything You Need to Know About Social Security Planning

From recruiting new clients to adding value for existing clients, Social Security planning is an important part of retirement income planning. Your Palladium Group team, back by Ash Brokerage, has access to proprietary software that can quickly illustrate the effect of optimizing guaranteed retirement income streams through multiple approaches.
Social Security

Prepare Your Clients for Reductions in Social Security Benefits

Some experts predict trust funds may be depleted as soon as 2028. Are your clients protected?