Insurance: The ‘Putter’ in the Retirement Golf Bag
“You drive for show but putt for dough,” AXA executive Nick Lane said during an IRI panel, painting insurance as an essential retirement funding tool.
Lots of Testimony, Much Dissent on Retirement Fixes
Senate Finance hears plenty of suggestions (including from John Bogle) for boosting savings, but also that the idea of a retirement crisis is overblown.
Top 10 Social Security Myths: Part 1
Don’t let your clients sacrifice their benefits on the altar of misinformation. In part one of a series, we debunk five big Social Security myths.
Skipping Social Security Advice Equals Missed Opportunity for Advisors
There is rising demand for Social Security guidance, but only a small percentage of advisors are reaping the benefits of offering it, new research says.
Social Security Claiming Options: Don’t ‘Save the Date’
Social Security agents want you to get the most in benefits, but the more important issue is when you get those benefits.
Don’t Take Retirement Advice From the Social Security Administration
It’s not that SSA employees won’t give advice on how and when to claim benefits; it’s that they can’t. So make sure you step up.
Aging Clients Mean Booming Market for Liquid Alts
Older clients with lower risk tolerance are fueling the growth of liquid alternative mutual funds, but their promise also holds peril.
Social Security Disability Fund Teeters on Brink of Broke
Social Security's chief actuary warned senators that the disability trust fund needs help "soon" or reserves will run out in 2016.
The Wealthy Need Social Security Advice, Too
The need for quality Social Security claiming advice is greater than ever, so why isn’t the industry responding?
As Population Ages, It’s Not Your Grandma’s ‘65 and Older’
Census data show big changes among the 65-and-older set in Internet usage, causes of death and a rise in the older dependency ratio.