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Thought Leadership in Action

Helping Clients Decide When to Claim Social Security

Deciding when to claim Social Security is a multifaceted decision for people as they approach retirement age. With so many factors to consider, such as employment situation, ongoing financial needs and the dollar reduction from claiming early, clients need professional guidance to make the best decision for their needs. Here are just a few of the considerations your clients should consid...

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How Climate Change Will Impact Retirement

There’s no doubt that changes in the climate can have immediate economic effects, from rising fuel and food prices to product availability and demand. The long-term effects of climate risk should also concern retirees and everyone working toward retirement. A Washington Post analysis of federal disaster declarations found that over 40% of Americans live in counties hit by climate disaste...

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