10 Big Social Security Mistakes Advisors Make

By John Manganaro

Slideshow June 02, 2025 at 04:33 PM

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As a source of training and support for financial advisors who want to help clients maximize Social Security benefits, National Social Security Advisors holds a central position in identifying common claiming mistakes and misconceptions.

previously discussed with ThinkAdvisor</a>, there’s nothing simple about the Social Security claiming process, especially when advisors are guiding married couples with significant differences in ages or earnings histories. Taxes complicate the picture, as do considerations about growing longevity and the lack of access to guaranteed income via employer-sponsored pension plans.</p>" data-v-31a70f38>a new analysis</a> that dissects the top 10 Social Security mistakes that advisors and their clients can make. While these mistakes can result in unnecessary confusion during the decision-making process, they also can rob clients of tens or even hundreds of thousands of dollars in additional lifetime income.</p>" data-v-31a70f38>

John Manganaro

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