Mistakes Made
With the heat outside, many of us are choosing to stay indoors and some are catching up on financial planning issues which of course in some cases includes Social Security decisions. Two consultations I had are worth exploring and both deal with them receiving bad advice from advisors. Case #1 Mary (not real name) 68 is waiting until 70 to claim her own benefit projected benefit of $3,100 / mo. Mary was married to Paul for 18 years, but they divorced in 2005. Paul passed Continue reading →