How many financial advisors include Social Security in client financial plans?
Less than half of current retirees and near-retirees who expect to retire within a decade receive advice that includes Social Security in their retirement financial plans, according to a survey by the Nationwide Retirement Institute, part of Nationwide Financial.
Many investors who do speak with their advisors initiate the conversations themselves, with only 15% of investors speaking with their advisors about Social Security during their initial meeting.
For more analysis on this important research, look out for our article on Discussing Social Security with Clients coming this Thursday.