Posted on May 18, 2016

How confusing Social Security changes actually help planners 


Lucas Casares, wealth adviser, at Keystone Financial Services is quoted in this piece, How confusing Social Security changes actually help planners, by Bruce Fraser in Financial Planning Magazine, as part of their 30 Ways in 30 Days series. Lucas points out that clients need advisors to help them better understand their Social Security claiming strategies. “The fact that some individuals may have been grandfathered in the previous rules makes it important that individuals have a firm grasp on the cut-off dates and how they truly play out,” Casarez says. “Individuals need a financial professional in their corner to guide them.”

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