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Financial professionals and plan sponsors are often well aware of the pitfalls of taking Social Security too soon. But are your plan participants?
When a client or employee loses a spouse, they lose a lot more than a mate or partner; they may also lose a sense of themselves and their hopes for the future. If they’re not careful, they could also lose a lot of money.
Diversification is a common investment strategy for many. Not only are workers encouraged to diversify within a portfolio, many will need to rely on a diverse range of income sources in retirement.
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Social Security has long been a relied-upon source of income for retirees. As you meet with plan participants, you may need to have different conversations with women than you do with men, especially when it comes to exploring the role of Social Security benefits in their retirement strategy.