Social Security Timing on Capterra Social Security Timing helps optimize your clients' Social Security claiming strategy. See the exact year and month the client should claim, and see the month, year, and the amount that the client will receive when they pass the earnings test. Increase their retirement value by up to $100,000. Read Capterra reviews about Social Security Timing.

 

Tax Clarity on CapterraTax Clarity allows you to quickly identify sub-optimal tax situations and show clients how to make retirement decisions in the most tax-efficient way. Read Capterra reviews about Tax Clarity.

 

Income Insight on Capterra Income InSight has the elements advisors need to create a comprehensive retirement strategy: tax, income need, and Social Security. Income InSight was built specifically for planners serving mass-affluent and affluent clients in retirement and retirement transition. Leave a Capterra review about Income InSight.

 

Smart Risk on Capterra SmartRisk can help you move prospects to the planning process and motivate clients to make portfolio changes. Retain clients during a down market and help prevent clients from making costly investment mistakes. Read Capterra reviews about SmartRisk.

Latest Blog Posts

Essential Definition: The Tax Torpedo and 4 Ways to Avoid It

October 22, 2020

Retirement planning involves much more than just investing your clients’ money and targeting afalse

Read More

FinPlan Friday: Finding the Best Clients for Your Practice

October 2, 2020

Who Is Your Ideal Client?

Many advisors have found success by narrowing their focus and choosingfalse

Read More

8 Valuable Financial Advising Tools

September 16, 2020

Financial services is an increasingly tech-driven industry, and it is taking place on multiplefalse

Read More