Married Couples

Demystifying Social Security for Couples

For a couple, developing a Social Security (SS) claiming strategy can be challenging because there are several key factors which, together, influence the best claiming option for each partner. Those key factors are: ● Personal benefit disparity (difference between each…

Can better communication between spouses lead to more retirement savings?

New research shows that married couples who do not communicate with their spouse about saving for retirement lose, on average, almost $700 in savings every year. The study found that “24 percent of couples failed to coordinate their contributions to…

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