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The Next Baby Boomer Trend: Survey Reveals Retirees Want Social Security Advice
As baby boomers reach retirement age, more want Social Security claiming advice and expect their financial planners to analyze the best Social Security strategies, according to a new survey by Social Security Timing in partnership with Qualtrics. “This shift in consumer demand clearly will shape the financial planning industry, but it also will resonate beyond our industry, just because of the massive size of this generation,” said Joe Elsasser, creator of Social Security Timing, an online software application that allows advisors to help their clients maximize Social Security benefits. “This data serves as a call-to-action for financial planners to educate themselves and to incorporate Social Security into their clients’ financial plans.” Read more.
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