Advising Clients on Social Security: Talking Points, Part 5
This fifth and final installment will discuss Social Security provisions relating to Public Employees along with the taxation of Social Security benefits.
Advising Clients on Social Security: Talking Points, Part 4
In this installment, we are going to discuss a few lighter topics: Do Over, Voluntary Suspension, Family Maximum and Filing for Benefits.
Advising Clients on Social Security: Talking Points, Part 3
This installment introduces more advanced Social Security topics like Restricted Application, and coordinating spousal benefits and the “Three-Legged Stool.”
How Trump Presidency Is Boosting Demand for Impact Investing, ESG Funds
Trump's executive orders and proposed budget cuts affecting environmental and social programs are increasing demand for impact and ESG investments.
Advising Clients on Social Security: Talking Points, Part 2
This installment will discuss more advanced topics, like explaining Social Security retirement income eligibility, and COLAs.
Advising Clients on Social Security: Talking Points, Part 1
This five-part series will explain the talking points that advisors need to share when meeting with clients to discuss Social Security benefits and provide assistance.
T. Rowe Price Launches Robo Platform With Only Actively Managed Funds
T. Rowe Price ActivePlus Portfolios chooses the funds for investors and is available initially only for IRA accounts.
Fed Raises Rates; So What Should Clients Do?
The Fed's latest move has implications for investments and management of short-term variable debt.
Fed Appoints First Black Regional-Bank Chief
Ex-Obama administration official Raphael Bostic will lead the Atlanta Fed and will be a voting member of FOMC next year.
Wall Street Has Found Its Next Big Short in U.S. Credit Market
Struggling retailers such as Macy’s are fueling mall defaults; investors are betting against commercial mortgage-backed debt.