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    Joe Elsasser

    FinPlan Friday: Social Security Claiming Strategies for Couples

    Social Security Strategies for Married Couples It can be challenging for retirees to determine the optimal time to claim Social Security. Add a second benefit for married couples, and deciding when to claim can get even more complicated. Financial advisors have an opportunity to help married couples take advantage of certain Social Security claiming strategies unique to their situation. In this month's FinPlan Friday conversation, Joe talks about Social Security claiming strategies for married couples.
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    Joe Elsasser

    FinPlan Friday: Cryptocurrency

    What are Cryptocurrencies? Cryptocurrencies, like Bitcoin, have been a hot topic in recent years. Still, they haven't become relevant in client portfolios just yet. In this month's FinPlan Friday conversation, Joe will highlight what financial advisors need to be aware of when it comes to cryptocurrencies.
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    Joe Elsasser

    FinPlan Friday: Running Stress Tests and Crafting Contingency Plans

    Helping Clients Prepare for the Unexpected Life doesn't go as planned, and that's especially true for those in their later years. However, advisors can help clients navigate unpredictability in retirement by incorporating stress tests and contingency plans into their retirement strategies. Preparing for potential obstacles can put clients at ease and help them feel more confident and ready for the uncertain road ahead. Learn more about running stress tests and crafting contingency plans in this month's FinPlan Friday conversation with Joe.
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    Joe Elsasser

    FinPlan Friday: Medicaid Awareness Month

    As the largest payer of long-term care in the United States, Medicaid is an important topic for advisors working with middle and upper-middle income retirees and pre-retirees. Learn more about some of the myths surrounding the program and why you need to add Medicaid to your discussions about retirement in this month's FinPlan Friday conversation with Joe.
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