Missed Social Security claiming opportunity costs client more than $29,000
Which is harder to swallow: realizing that your advice cost a client more than $29,000 in lost Social Security benefits or owning up to the mistake?
Which is harder to swallow: realizing that your advice cost a client more than $29,000 in lost Social Security benefits or owning up to the mistake? Here's a bonus question: What do you do when the client is your mother-in-law? Ouch!
I received an email from a financial adviser in Salt Lake City re
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