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Financial planners cautious when advising on Social Security
No self-respecting financial planner can ignore that Social Security will play an important role in a client’s retirement plan, but the advice given ranges from cautiously optimistic to pessimistic. This is the result of Social Security’s now well known financial issues, including a fully depleted Trust Fund in about 2035 (according to the latest Trustees’ Annual Report). This Investment News article by Jeff Benjamin explores how financial planners are treating Social Security when discussing retirement with their clients. Click here to read more.