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.
Fund Firms Lag in Social Security Support to Advisors
Only BlackRock is recognized as a Social Security resource by a majority of advisors; the Social Security Administration is the top source of information overall.
Social Security: Then, Now and the Future
To understand Social Security's future, you have to know its past. A Social Security primer, with some surprising facts about who benefits most and least.
How to Turn Workshop Attendees Into Clients
Holding Social Security workshops to attract pre-retirees is all the rage, but here are two methods to convert attendees into clients, from advisor coach Kaselnak.
Senators Debate Social Security Fixes
Agreement on the scope of the problem; disagreements on what changes should be made to keep Social Security solvent.
Are Boomers Headed for Retirement Disaster?
Michael Finke crunches the numbers — and assesses the wild cards — of the retirement savings problem.