In the News

Title

A New Breed of Financial Advisor Takes Off

Document Type

Article

Publication Date

11-12-2013

Abstract

Earlier this year, when Charles vonLindenberg was considering his retirement, he was certain he wanted to start his Social Security benefit when he was first eligible — at his current age, 62.

Even though he knew he would get a higher amount if he waited until, say, age 70, he had heard that Social Security might be at risk, and he didn’t think he had longevity on his side — he had worked a physically demanding job as a longshoreman for 42 years, putting in 72-hour weeks.