Updated July 10, 2026
Understanding Social Security Basics: A Practical Guide
A plain-language tour of eligibility, benefit calculations, claiming ages, family benefits, and the records worth reviewing before you decide.
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Social Security Planning Tool for Financial Advisors
Take control of your retirement and get what you’ve worked so hard for. Our Social Security planning tool is your guide to a stress-free, secure financial future.
Start Your Free TrialAdvisor capabilities
You’re the Guide. We’re the GPS.
Just as a GPS guides you on the road, our Social Security planning tool equips financial advisors with intuitive technology designed to revolutionize the way you manage your clients' retirement plans, offering both enhanced service to your current clients and supporting potential clients.
Client organization
Tailor retirement strategies with pinpoint accuracy for each client.
Scenario explorer
Reduce the hours spent on complex calculations and scenarios.
Break-even context
Boost your clients' trust with data-driven advice.
Relevant prompts
Attract new clients with your sophisticated planning capabilities.
Shareable results
Always work with the latest Social Security rules and regulations.
Current education
Turn intricate Social Security guidelines into easy-to-understand actionable advice.
Question support
Incorporate results as cash flow solutions in your financial planning advice.
Efficient preparation
Stand out in the market with high-level planning tools.
A client-friendly point of view
Navigate Your Clients’ Retirement with Confidence
Feel confident you're choosing the right path for your clients’ retirement strategies.
Social Security GPS organizes earnings and household details, compares claiming scenarios, and presents the route as part of the broader retirement-income conversation. The advisor remains responsible for the recommendation and relationship.
- Covers all major social security rules and provisions.
- Takes into account the widest variety of household configurations.
- Considers all major social security benefits.
- Shows the best time to begin collecting benefits.
- Discover tens of thousands in extra retirement dollars.
- Unlimited “what-if” scenarios with break-even dates.
- Roadmap to reach financial goals.
- Step-by-step filing instructions.
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The Ultimate Social Security Retirement Planning Tool
Social security rules can be tricky, and they're always changing. We've got the answers you need, even to the questions you might not have thought about yet.
Start Your Free TrialResources & education
Social Security Resources & Education
Updated July 10, 2026
Social Security Myths: Six Claims Worth Rechecking
Common shorthand can hide important rules. Recheck six claims about claiming age, spouses, work, Medicare, averages, and planning tools.
Read articleUpdated July 10, 2026
Working While Receiving Social Security Benefits in 2026
Understand the 2026 retirement earnings test, which income counts, what changes at full retirement age, and why withholding is not necessarily permanent.
Read articleInterested in learning more?
Don't Get Lost in Retirement Planning – Let Social Security GPS Guide You!
Our state-of-the-art social security maximization tool puts you and your clients on the fast track to a worry-free retirement journey.