In this edition, we asked both Joe and Ron how a married couple should decide when to claim Social Security.
Joe's response included:
"For most clients, identifying the optimal solution “in a vacuum” and without regard to the rest of the financial plan is the first step to quantifying the value of the decision and understanding its importance."
And Ron's response included:
"There are four key variables to take into account for which forecasts and assumptions have to be made. As it is often the case with financial advice, ultimately the ‘correct’ answer depends on the utility of the client."
See the full response from both Joe and Ron in ThinkAdvisor.
Lauren is a content marketing enthusiast with a love for storytelling - on camera, in writing, and through others. She has a robust communications background that includes: public relations, content creation, internal communications, digital marketing, and copy editing. Driven and motivated, Lauren holds a bachelor's degree in English and is an avid reader.