Rectifying Social Security’s flawed advice
Put your request in writing, enlist help if needed and don't give up.
Forgive me if you are tired of reading about the bad advice being dispensed by Social Security representatives. But this story has a happy ending and offers some helpful, step-by-step guidance of how to help clients caught in a bureaucratic maze.
Several months ago, Jana Davis, a financial adviser
Learn more about reprints and licensing for this article.
