Advisor's Commentaries, Publications, and News

The new rules to claiming Social Security changes the way married couples and divorced individuals can take advantage of Social Security benefits. Let us explain how restricted applications may be able to benefit you.

Survivorship planning is one of the most important aspects of Savvy Social Security Planning. It starts with the basic understanding that if both spouses are receiving Social Security and one spouse dies, the surviving spouse starts receiving the higher of the two benefits and the other benefit stops.