NEWS:Horsesmouth’s Savvy Social Security Planning Software Ranked #1 in Advisor Satisfaction—Again!

How do you answer life’s tough
financial questions?

  • If I marry again, how will my Social Security benefits be affected?
  • I think I claimed Social Security too early, what can I do now?
  • If I go back to work, will my Social Security benefits change?
  • How do I claim on my ex‑husband’s Social Security benefit?
  • Can I file for retroactive Social Security benefits at 64?
  • Can I claim a spousal Social Security benefit while on disability?
  • Can I claim a spousal Social Security benefit based on a common law marriage?
  • If I retire early, will my pension impact my Social Security?
  • When should I file for Social Security to maximize my benefits?
  • Can I work part‑time while collecting Social Security disability?
  • Should I move from Medicare Advantage to Medicare Supplement?
  • If I stop using my HSA, what happens to it?
  • As a federal employee, should I Sign Up for Medicare at 65?
  • If we leave the country for a year, should we dis‑enroll from Medicare?
  • How do I choose a Medicare drug plan?
  • Do I need to proactively enroll in Medicare at 65?
  • Does it make sense for me to purchase long‑term care insurance?
  • How can we minimize our health care expenses?
  • Will Medicare cover me while traveling abroad?
  • Can I pay Medigap premiums using my HSA?
  • What colleges offer the best financial aid packages?
  • With three kids, how do we get the best deal on college?
  • If we form a trust, will it impact us on financial aid formulas?
  • Can my daughter get a merit scholarship without being a top student?
  • What happens when grandparents help pay for college costs?
  • What is the best student loan to get?
  • What is the best repayment plan for a federal student loan?
  • Can elder care expenses help boost a child’s chances for financial aid?
  • What if my ex‑spouse refuses to fill out financial aid forms?
  • How do financial aid formulas treat annuities?
  • How do we deal with RMDs across our four retirement accounts?
  • When is a traditional IRA deductible?
  • Are there income limits for doing a Roth conversion?
  • Must I take a required distribution from each retirement account?
  • When are RMDs taxed?
  • I missed a required distribution. What should I do?
  • When do RMDs begin for inherited IRAs?
  • I just inherited an IRA. What should I do now?
  • Can an IRA be split with my spouse if we divorce?
  • Will a Roth IRA distribution affect taxation of my Social Security benefits?
  • How do we protect our family from online fraud?
  • How do we protect our financial accounts online?
  • Should I use a password manager?
  • How can I protect my home network?
  • My laptop was hacked! Now what?!
  • How can I safely do financial transactions over public WiFi?

Financial pros come to Horsesmouth for answers.

Our portfolio of services provides the latest education, tools, marketing and support:

Most people leave money on the table with Social Security. Gain access to the education, tools and answers you need to help clients make smart decisions and maximize their benefits. Comprehensive marketing and communications program included.

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Everyone must sign up for Medicare, yet few people understand what to do. Help clients avoid the pitfalls and put this critical piece of the retirement planning puzzle into place. Comprehensive marketing and communications program included.

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Help clients and prospects protect themselves from the growing epidemic of identity theft, credit card fraud, phishing scams and ruinous hacks. Show them how to improve their Cybersecurity Score. Comprehensive marketing and communications program included.

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With changes in regulations and the oncoming wave of Boomer RMDs (required minimum distributions), it is more important than ever before to be fully competent in IRA planning. Get up to speed, now. Comprehensive marketing and communications program included.

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Help parents save money and their sanity as they search for the colleges right for their kids. Show them how to discover the true costs, get the best deals, and maximize their financial aid opportunities. Comprehensive marketing and communications program included.

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Help clients through the process of setting up a long-term care plan. Guide and encourage them with valuable resources on the medical, financial, legal, and emotional aspects of long-term care planning. Comprehensive marketing and communications program included.

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Strategies for helping your clients transfer their assets to the next generation. Make sure they have a good plan in place to pass on the wealth they have accumulated, financial and otherwise. Comprehensive marketing and communications program included.

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Two programs in one. Help retirees pay lower taxes by developing a retirement tax planning strategy. Also, educate all clients on how to best take advantage of the new tax rules. Comprehensive marketing and communications program included.

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Financial pros also come to grow their business.

Our business development and practice management services help you make it happen:

Every day, receive the latest insights, how-to articles and best practices for running a modern financial services practice. Learn from hundreds of top advisors and experts.

Free Trial

Help your clients and prospects throughout the year. Tap into a constantly updated and expanding set marketing and client communications campaigns (FINRA‑reviewed).

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Build your network of CPAs, attorneys and other COIs with new strategies and tactics. Includes ongoing communications, article reprints, and presentations (FINRA‑reviewed).

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Horsesmouth Master Membership

Get comprehensive access to the full range of Horsesmouth memberships. Consolidate existing memberships into a single Master Membership, and get all the technical training, client education, communication and marketing support, in one place for you and your team.

  • The most efficient and simple way to get it all
  • Extra logins for two team members
  • Get new materials for all programs every year
  • Apply existing credits for lowest first-year rate
  • 25% discount off Horsesmouth workshops
  • 25% discount off Horsesmouth products
  • A 25% discount off Horsesmouth’s software partners:
    College Aid Pro™, Holistiplan, and i65

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Upcoming Events

Free Webinar

New Client Growth Unleashed: The Power of Financial Educator Marketing

Master the art and science of delivering high impact in-person and virtual presentations. Consistently engage with pre-retiree and retiree prospects while standing out from your competitors.

With Sean M. Bailey, Horsesmouth Editor in Chief

Wednesday, September 20, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

5 Video Myths That Hurt Advisors and What to Do About It

Supercharge your client communication and marketing with video and enjoy marked growth and client satisfaction. Video is a fast, easy, and inexpensive way to connect with clients and prospects.

With Doug Pierce, Horsesmouth Associate Editor

Tuesday, September 26, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

10 Tips for Creating a Digital Marketing Strategy

Strategize a simple digital marketing plan that generates leads, builds your reputation, and transforms your website into a marketing hub.

With Sean M. Bailey, Horsesmouth Editor in Chief

Wednesday, September 27, 2023 at 2:00 p.m. ET / 11:00 a.m. PT

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Free Webinar

7 Key Social Security Questions Answered

This presentation answers seven of the most common client Social Security questions. Expand your expertise and prepare for the many pre-retirees looking for guidance on strategies to help them maximize their retirement income.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning;

Wednesday, September 27, 2023 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

29 Presentations to Connect with Prospects Now

Learn the range of FINRA-reviewed topics available to you at Horsesmouth, and which topics draw what types of clients and their characteristics.

With Sean M. Bailey, Horsesmouth Editor in Chief

Thursday, September 28, 2022 at 4:00 p.m. ET / 1:00 p.m. PT

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Free Webinar

Get in Front of CPAs with CPE Webinars

Learn how to successfully market to this important referral source.

With Sean M. Bailey, Horsesmouth Editor in Chief

Wednesday, October 4, 2023 at 2:00 p.m. ET / 11:00 a.m. PT

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Workshop

Video Boot Camp Workshop

For Master Members only. Get the training you need to shoot fast, easy, and engaging video clips your clients and prospects will love. Use video content to elevate your practice and make your messages stand out in a crowded marketplace.

With Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: October 5–26, 2023
Meets on Thursdays, 1:00 p.m. ET / 10:00 a.m. PT

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Workshop

Liftoff! Financial Educator Marketing Coaching Program

For Master Members only. In 8 sessions, you’ll master the science of financial education marketing and get all the presentations, marketing materials, tech support, and personalized feedback you need to add new assets in 2024.

With Sean M. Bailey, Horsesmouth Editor in Chief
Chris Holman, Executive Coach
Devin Kropp, Horsesmouth Associate Editor;
and Doug Pierce, Horsesmouth Associate Editor

Virtual Workshop: October 11–December 6, 2023
Meets on Wednesdays, 1:00 p.m. ET / 10:00 a.m. PT

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Workshop

The Discovery Meeting Workshop: Transform Your Discovery Process

Learn to transform your approach to add new clients with greater ease and efficiency.

With Chris Holman, PCC, Executive Coach;
and Sean M. Bailey, Horsesmouth Editor in Chief

Virtual Workshop: October 23–24, 2023

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Workshop

Savvy Tax Planning School for Financial Advisors

Your ability to deliver proactive tax strategies will help clients avoid costly mistakes, minimize tax surprises, and boost their satisfaction with your services!

With Debra Taylor, CPA/PFS, JD, CDFA, Taylor Financial Group, LLC;
and Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA

New York, NY: November 2–3, 2023

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Workshop

IRA Planning Workshop: SECURE Act Strategies for Guiding Clients Right Now

Build your retirement planning skills and help your clients with advanced IRA/SECURE Act knowledge. Savvy IRA Planning creator Jeff Levine will guide you through the new chaotic retirement and tax planning landscape.

With Jeffrey Levine, CPA/PFS, CFP®, AIF®, CWS®, MSA

Virtual Workshop: November 9, 10, 13, 14, 2023

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Workshop

Social Security/Medicare Workshop—Boomer Spike Coming!

Deepen your understanding of the nuances, learn the range of claiming strategies, and build your base of Social Security and Medicare expertise.

With Elaine Floyd, CFP®, Director of Retirement and Life Planning;
and Sean M. Bailey, Horsesmouth Editor in Chief

Virtual Workshop: December 11–14, 2023

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Events and Webinar Replays

Store

Key Tax Changes From the Tax Cuts and Jobs Act

Key Tax Changes From the Tax Cuts and Jobs Act

Easy to comprehend at a glance, this quick-reference card tells you what the new tax laws are and how they differ from the old ones.

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Key Financial Data

Key Financial Data For 2023

Sending your clients a customized Key Data Card is a simple way to remind them that you’re looking out for their best financial interests. Also great for sharing with key strategic allies.

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The Family Guide to Caregiving

The Family Guide to Caregiving

This 3-panel, 6-sided, 8.5" x 11", laminated reference guide for clients reinforces your expertise and helps to explain how every client can consider and put in place a family caregiving plan.

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The Baby Boomer's Guide to Legacy Planning

The Baby Boomer’s Guide to Legacy Planning

This 3-panel, 6-sided, 8.5" x 11", laminated reference guide for clients walks readers through the six steps of legacy planning and explains the importance of acting now.

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The Savvy Parents' Guide to Cutting College Costs

The Savvy Parents’ Guide to Cutting College Costs

This 3-panel, 6-sided, 8.5" x 11", laminated reference guide for clients reinforces your expertise and helps to explain key concepts every client must consider when making college planning decisions.

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The Baby Boomer's Guide to Social Security

The Baby Boomer’s Guide to Social Security

This 4-panel, 2-sided, 8.5" x 11", reference guide gives your clients a solid overview of how Social Security works. Perfect to handout at client meetings about retirement income planning.

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Hack-Proof Your Life Now!

Hack-Proof Your Life Now!

Position yourself as the go-to resource for cybersecurity safety to your clients and prospects. This book is designed to teach you and your clients about the biggest cybersecurity threats we all face every single day.

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Retirement Calendar Checklist

Retirement Calendar Checklist For 2023

Remove a little pain from your clients’ lives by acting as their retirement guide star over important dates, details, and deadlines throughout the year.

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All Store Items

Corporate Programs

Horsesmouth designs custom programs for wealth management firms, broker dealers, RIAs, asset managers, insurance companies, banks and others. Our corporate partners range in size from the largest financial services companies to small shops. We collaborate with partners on a wide variety of initiatives, including the following:

  • Enterprise programs
  • Custom programs
  • Content licensing
  • Technology integration
  • Advertising and sponsorship
  • Research and analytics

Contact Us to Learn More

News

About Us

Horsesmouth helps financial professionals educate their clients and grow their businesses. Every day, we serve tens of thousands of advisors, consultants, agents, accountants and other professionals, representing every major financial firm and business model. We are guided by extensive primary research and two decades of experience. The company was founded in 1996 and is headquartered in midtown Manhattan, with employees spread out across the country.

Management Team