With a new administration in office and ongoing shifts in the political and economic landscape, navigating the complexities of Social Security can feel daunting for professionals and consumers alike.
Staying informed and keeping abreast of new developments will allow you to effectively help your clients through these uncertain conditions.
Key takeaways
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- With the future of Social Security up for debate, beneficiaries rely on financial professionals to guide them on the state of the program and how to prepare for the worst.
- For 2025, key updates include a 2.5% cost-of-living adjustment, complete retirement age changes, and earning limit modifications.
- Financial professionals should help clients maximize their Social Security benefits through education, personalized projections, planning, and emphasizing the importance of a diversified retirement portfolio.
The Agent & Advisor Editorial Team is a highly skilled and dedicated group of professional writers and editors within the life, health insurance and financial services industry. Committed to delivering accurate, informative and engaging content, this team possesses a deep understanding of the intricacies and complexities of the industry.
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Learn more about the Editorial Team.
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