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What to Tell Clients Who Just Can't Wait for Social Security

By Ben Mattlin November 11, 2025 Financial Advisor Magazine

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 Magazine
Ben Mattlin
November 11, 2025