Are Your Clients Getting Their Retirement Checkups?
As clients approach retirement, advisors need to focus on not just accumulating and protecting assets, but helping them transition into a new phase of life.
Obama’s Budget Drops Plan to Limit Social Security Increases
The so-called chained-CPI formula was part of a bid by the president to engage in deficit-reduction negotiations with Republicans.
Claiming Social Security: A Timeline for Clients
As your clients approach retirement and begin to feel the weight of mounting decisions and deadlines, expect to encounter planning insecurity toward Social Security.
Cutting Social Security Benefits of High Earners Voted Most Popular Fix
In a poll about the best ways to shore up Social Security, 79% of respondents favored cutting benefits for the top quarter of earners.
Social Security Plus 401(k): A Comfortable Retirement?
EBRI crunched the numbers on how many Americans could replace at least 60% of their pre-retirement income with these two funding sources.
Rising Debt Keeps Older Americans Working Longer
Working off their debts, 62- to 69-year-olds are delaying Social Security claims, new Boston College research says.
Annuities and Social Security: What Retirees Need to Know
Three top retirement planners explain how they're dealing with two of the hottest client topics out there.
Claiming Social Security at 70 Can Cost You: T. Rowe Study
Americans who delay claiming till age 70 to maximize their benefits may be also undermining their retirement income. Yes, you read that correctly.
AARP Blasts Social Security Benefit Increase as Too ‘Small’
The 1.5% COLA will “quickly be consumed by the rising costs of basic needs like food, utilities and health care,” says AARP.
Don’t Claim Social Security Before 70, Alicia Munnell Says
Munnell of Boston College argues that 70 is the de facto retirement age — at least as far as Social Security is concerned.