What if the Projections Are Wrong?
Advisors are natural-born skeptics. So can we trust that the demographic projections used by government agencies are accurate?
How to Get Social Security Benefits From an Ex-Spouse
In a blog post, Carrie Schwab-Pomerantz of Schwab addresses a reader’s question: “Does my ex need to be involved to file for benefits?"
No Social Security COLA in 2016: Higher Medicare Premiums for Your Clients
Some retirees will bear the brunt of higher Medicare Part B premiums due to their higher income and no Social Security COLA, the Center for Retirement Research reports.
Social Security May Extend Spousal Benefits to Gay Couples
Attorneys in federal suits seeking benefits say the SSA will provide retroactive benefits to the spouses, widows or widowers of same-sex partners.
Social Security at 80: 8 Savings Strategies to Share With Clients
Whatever happens to Social Security, it's more important than ever to use all the savings strategies at your disposal.
Social Security Is Here to Stay, and Advisors Are Studying Up
Whatever Social Security looks like in the long term, it's not going away, and advisors are streaming into The American College's RICP program.
BDs Fall Short on Protecting Seniors: SEC, FINRA
Report finds some BDs are recommending unsuitable products to seniors and could be violating FINRA’s communications rules.
How Working Affects Your Social Security Benefits
If you are under full retirement age, there is a limit to what you can earn before some or all benefits are withheld.
20 Social Security Tax Facts You Need to Know
A Tax Facts expert answers questions on Social Security and taxes that many of your clients are likely pondering.
Avoid an Income-Based Chain Reaction to Reduced Social Security Benefits
A reduction in Social Security checks can cause major planning issues for retired clients, so watch out for Medicare’s two-year lookback.