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When helping clients think through their Social Security claiming strategies, it's important to ask key questions, get the technical details right, apply the rules correctly and connect the dots to Medicare, working and taxes. There is a domino effect on client decisions they don't realize.
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Marcia Mantell
Marcia Mantell, RMA, NSSA, is the founder and president of Mantell Retirement Consulting Inc., a retirement business development, marketing and communications, and education company supporting the financial services industry, advisors and their clients. She is the author of “What’s the Deal with Retirement Planning for Women?” and “What’s the Deal with Social Security for Women?” She blogs at BoomerRetirementBriefs.com.
