Paul Brahim, CFA, CEPA, Managing Director, Financial Advisor, and Head of Strategic Referral Programs at Wealth Enhancement, was featured by MarketWatch in an article titled “This Social Security Question is So Hard That Even Financial Pros Get Stumped.”
“You have to understand the assets, liabilities and cash flows of the client and how this piece of the puzzle fits in,” Brahim said. “Then you have to model, model, model.”
Access the full article written by Beth Pinsker here.
