The Bipartisan Budget Act of 2015 changed Social Security filing strategies for those born after 1953. Various legislation has been introduced in the last two years to amend Social Security. How should you be advising your clients?
Learn what claiming strategies are still available.
Learn how to determine the optimum time for a client to begin Social Security benefits.
Learn why Social Security will be there for everyone.
Learn about Medicare and what to advise your client for health care after 65.
Blue Ocean Strategic Capital, LLC