When helping your clients plan for retirement, a common question financial advisors hear is “Should I take my social security early or late?”
Jeremy Shipp, CFP®, CLU®, RICP®, WMCP®, an executive coach for MoneyTrax and a successful retirement planner, shares how he answers this question for his clients using the Circle of Wealth® software’s Social Security Early or Late calculator.
Watch the video linked below to hear his answer and see the calculator demonstrated:
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