I think almost every financial professional should be somewhat astute with Social Security. However, only a minority...
Social Security (Consumer) Blogposts
Video: One of the Most Common Social Security Mistakes.
https://youtu.be/WHLGjjgqffE
Social Security Spousal Survivor Benefits
Social Security is a program that provides financial assistance to eligible individuals, including retirees, disabled...
Charlie’s Broker World Article: Is Delaying Social Security Worth It?
One of Charlie's favorite things to do is to write for various trade publications on financial and retirement matters....
Video: Ex-Spousal Social Security Benefits (Soundbite)
Here is a quick clip of Charlie discussing "ex-spousal benefits" on one of his Social Security Webinars. Remember to...
The Long-Term Care Option You Never Heard Of…
First off, if Long-Term Care planning interests you, make sure you check out the recording of the "Addressing...
Video: Where Many Advisors Fall Short
Below is a video where Charlie discusses the three areas where consumers agree that financial professionals often fall...