Laura Mattia, CFP®, MBA, Ph.D, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by FA Magazine in an article titled, “When Clients Ask About Taking Social Security Early.”
“Survivor needs and longevity insurance are two of the biggest reasons to delay,” Mattia said. “Many underestimate how long they might live—and the impact that losing one Social Security check has on the household.”
Read the full article authored by Tracey Longo here.