Heather was quoted in AARP’s article on what to do if you’re forced into early retirement, offering insight on financial steps to take when life unexpectedly pushes you out of the workforce. Read the full article here.
Ah, spooky season. Remember when we were optimizing candy routes instead of retirement portfolios? When the toughest choice was picking a Halloween costume, not weighing Roth conversions against IRMAA avoidance? We still love a good thrill (and the occasional...
If you know me, you know that I geek out on technicalities, so advisors can stay focused on their clients. I thrive on rules, regulations, and timelines, translating them into practical, real-world strategies. But today, I’m pressing pause on the technical speak for a...
Heather joined Guardian Financial Management’s Darrin McComas and Jason Fox on The Retirement Planning Podcast to unpack the complexities of retirement planning. Watch below or click here to watch on YouTube.
Heather was featured in MoneyTalksNews’ article on how Social Security benefits could be slashed by up to ~23% by the time many workers retire, explaining how trust-fund depletion and recent policy changes may accelerate benefit reductions. Read the full article...
Heather’s commentary was highlighted in Colette Bennett’s article on the latest Social Security Trustees Report. Read the full article here.
Heather spoke with TheStreet about the reinstatement of the Treasury Offset Program and its impact on retirees facing loan garnishment. Read the full article here.
Heather was featured in Elliot Raphaelson’s long-running Savings Game column, where she shared insights on recent Social Security policy changes. Read the full article here.
Heather joined host Brad Pistole, RICP®, to discuss the sweeping changes reshaping retirement planning in 2025. Watch below or click here to watch on YouTube.
Heather joined Guardian Financial Management on their podcast to break down the Social Security Fairness Act. Click here to listen.
A companion resource to Ed Slott's IRA Newsletter, this is the go-to "all things Social Security" newsletter and reference tool for financial professionals. Providing practical applications to commonly asked and misunderstood claiming rules, Social Security Advisor is a must-have for any financial and tax professional who wants to add value to their financial and tax planning process.
