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Is Social Security a ‘Bond’ in Your Portfolio?

(By – Joanne Cleaver,

Social Security payments sap our take-home pay with every check. Though many financial advisors overlook the importance of this government-assured source of retirement income, a rising chorus of experts are urging investors to think strategically about the role Social Security income will play in their portfolios.

Many advisors underestimate the importance of Social Security because they are aiming for affluent clients whom they assume don’t need Social Security, says Frank Horath, principal of ClientFirst Financial, a firm in Aptos, California, that coaches financial advisors in the nuances of incorporating Social Security into clients’ plans. “It’s very important for the mass affluent,” he says. “If you have investable assets of $200,000, Social Security is very important.” Read more…

Photo credit – © Larryhw

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