RetireReady Solutions Blog

Welcome to the TRAK Retirement Planning Blog.

Take-Aways from the Social Security Trustees' Report

June 18, 2018 by Edward Dressel -

On June 5th, the Board of Trustees of the Social Security Trust Fund released their annual report. As you may expect, the report does not paint a rosy picture for the future of Social Security. Below are some take-aways from the report.

Common Misconceptions About Social Security

February 20, 2017 by Edward Dressel -

Clients come to the retirement planning process with many misconceptions about Social Security. With inaccurate information circulating on social media and by word of mouth, financial advisors shoulder a lot of responsibility to educate clients in this area, helping them achieve a better understanding of Social Security benefits and how they...

Strategic Social Security Education Opportunities Abound

September 01, 2016 by Edward Dressel -

Nationwide Financial recently asked retired and non-retired consumers about Social Security.  The study revealed that most of the non-retirees did not know or understand their future benefits or how they would fit into their broader retirement plans.  Few had received advice on Social Security from a financial advisor—but nearly all of those...

   

With a long history of working with corporate accounts of all sizes RetireReady Solutions will draw on our experience to help your advisors increase their sales through client education.

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