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BSMG Blog: Protecting the Future of Families and Businesses

4 Costly Mistakes Clients Make When Claiming Social Security

For years, financial services companies have downplayed the role of Social Security in bolstering financial security in retirement. However, considering the increased financial risks, retirees are now burdened with the tax preferences that Social Security receives and the income options that Social Security now offers, a strong argument in favor of Social Security is being made. 

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8 Things Your Clients Need to Know About Social Security

Are you prepared to help your clients see the whole Social Security picture?

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What's New for Social Security in 2016...

At the end of 2015 we saw some big changes to the Social Security program that will affect the benefits your clients may (or may not see) in the coming years. These changes may already have your clients asking for your advice. 

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