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Family/marital issues, health issues, grief, religion: just a few of the non-financial topics that advisors work through with their clients. A few years ago, a large-scale study of advisors yielded a wealth of information on the evolving role of financial advisors as coaches (Dubofsky & Sussman, 2009). The research, which included approximately 1,400 advisors associated with either the FPA or CFP board, highlighted the topics, challenges, and critical incidents faced by advisors related to non-financial …
Beginning in 1995 and then more broadly in 2000, the Social Security Administration (SSA) began mailing hard copy statements of estimated benefits to workers (the “Statements”; see the the SSA website). Included in the Statements were available disability insurance (DI) benefits and estimated monthly benefits at certain retirement ages, along with other information. The SSA stopped sending the Statements in 2011 for budget reasons but restarted the program in 2014. How did the Statements affect …