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Almost all our engagements and recommendations with clients are Fiduciary. Why does that matter to you? Ironically, many advisors were not required or did not follow a Fiduciary standard. Under current regulations, all advisors are now required to act as Fiduciaries for new recommendations in retirement accounts (for example IRA accounts). However, they were not required to do that until very recently, and your account might be grandfathered under the old, weaker, “suitability” rules.
We had the chance to visit with Scott Stolz, Senior Vice President from Raymond James, and discuss something that is on many clients minds: Social Security.
Scott chose to first take us through an understanding of how Social Security actually works. As you probably see, Social Security takes money from your paycheck.