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.
5 Common Client Pitfalls in Retirement Planning
Retirement has been a hot topic among pundits, politicians and financial experts for a while, but today's level of longevity risk is a new phenomenon.
Understanding the Social Security Widow Benefit
There are several layers of complexity to the widow(er) benefit that make it difficult to determine whether to claim widow(er) benefits early, wait, or switch.
High-Deductible Health Plans Can Unlock HSA Strategy for Older Clients
HDHPs are on the rise — a trend that can open the door to powerful planning techniques.
Late-Night Social Security Votes Have Major Political Ramifications
Three recent Senate votes related to Social Security benefits may hold clues to how candidates will line up on the issue in the presidential campaigns.
Social Security: How to Fix A Mistake
You have an appointment with a client who has already elected Social Security and now realizes he made a mistake.
Helping Millennials Plan Ahead
Given the already rising costs of long retirements, millennials will need to start saving as soon as possible to realize their goals.