Covisum Blog

Even if your clients are years away from claiming Social Security benefits, both clients and their advisors need to understand how Social Security fits into the larger retirement planning picture. Through these conversations about Social Security retirement planning, advisors can accomplish several objectives at once. These include everything from strengthening clients' wealth management strategies to making sure investors understand the implications of decisions they may make around Social Security benefits and other retirement planning strategies. As you approach these conversations, here are some specific goals to keep in mind.