Think Twice (At Least!) Before Claiming Social Security Benefits Early

Social Security benefits are often confusing. You might say that “understanding Social Security” is an oxymoron! We recently received a client question regarding the complicated topic of a spouse’s Social Security claiming strategy before Full Retirement Age (FRA). The question was could his spouse start taking her own benefit early at age 62 and then switch

Great Expectations

In the ongoing process of supporting our client relationships, we often talk about “setting expectations.” We frame this in various ways, such as type and frequency of communications, timelines for responding to inquiries, paperwork, meeting schedules, etc. However, the most enjoyable and productive client relationships – and the happiest clients – seem to embody four