If I had to describe my practice in one brief paragraph, I would say I have four principal areas of focus:
1. Raising awareness about the complexity of the Social Security system and the opportunities it affords – by writing about the topic and presenting seminars
2. Analyzing an individual’s or couple’s Social Security picture in light of their expressed priorities
3. Explaining the most promising options available to them
4. Encouraging them to make their decisions with the help of their financial advisor
What I DON’T do is tell them what they “should” do. read more