The Spectrem study found 59% of investors said their adviser understands Social Security benefits, while 47% said their adviser is knowledgeable about Medicare.
Nearly two-thirds of advisers say their clients expect advice on health care costs in retirement, and 34% say their clients would likely leave them if they didn't help...
Updates to the firm’s Social Security and Medicare guides, among other publications, aim to help individuals and employers make the best decisions when it comes to maximizing and...