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Social Security

    Product R + D

    The Social Security Fairness Act Explained: How to Navigate Changes with Clients

    by FIG Marketing March 20, 2025
    written by FIG Marketing

    Over the years, multiple bills were introduced to amend or repeal the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO). None have successfully passed both chambers of Congress—until now.

    In December 2024, Congress repealed the WEP and GPO, and in January 2025, President Biden signed it into law with the Social Security Fairness Act.

    This solidifies decades of bipartisan efforts to remove these provisions and restore full Social Security benefits to an estimated 2.8 million government workers affected.

    Continue Reading
    March 20, 2025
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  • Product R + D

    Social Security: How to Grow Your Practice Around the Advice Clients Need Most

    by Sheryl Theisen August 17, 2023
    by Sheryl Theisen August 17, 2023

    A client’s financial well-being consists of various products, strategies, and goals pulled together with a financial professional’s help. There are taxes to consider, estate plans to review, investments to monitor, retirement plans …

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  • Product R + D

    How Are Social Security Benefits Calculated?

    by Hamilton Morales February 15, 2023
    by Hamilton Morales February 15, 2023

    Let’s unpack how Social Security benefits are calculated. The more I speak on Social Security, the more I realize that nobody really understands how the Social Security Administration (SSA) comes up with …

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