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Social Security

    Business Development

    10 Birthday Milestones That Impact Retirement Income

    by Sheryl Theisen May 31, 2022
    written by Sheryl Theisen

    Updated September 22, 2023, at 3:36 PM

    Age and money are taboo topics when it comes to retirement planning.

    Talking about money is quite often an emotional trigger. As a financial professional, you have to find that point in the retirement planning conversation that pokes at these concerns. But you need to do it in a way that doesn’t cause your client to shut down.

    And don’t ask someone’s age since we all know the aging process can’t be slowed or stopped. As a financial professional, you can help clients recognize that time is crucial to drilling down their financial planning details. You want them to feel secure with the inevitable.

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    May 31, 2022
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  • Product R + D

    Guide to Maximizing Your Social Security Benefits [Client Guide]

    by FIG Marketing July 9, 2019
    by FIG Marketing July 9, 2019

    Social Security is often thought of as a retirement program, but in reality, it touches the lives of nearly every American. Today, over 168 million people work and pay Social Security taxes …

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