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What to Tell Clients Who Just Can't Wait for Social Security
Deciding when to collect Social Security benefits depends on an individual’s financial situation, and financial advisors play a key role in guiding clients to make informed choices. CFP Board Ambassador Grace Yung, CFP® advises weighing the value of guaranteed income against investments that could run out, noting the importance of maximizing Social Security benefits.
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Financial Advisor MagazineBen Mattlin
November 11, 2025