5 Disruptors That Will Transform Advisors’ Businesses
In order to succeed, advisors must harness major trends already in process—those who don’t will fail.
Searching for Sustainable Retirement Income? Here’s an Obvious Solution
Finding the source of stability in retirement might not be as complicated as many advisors think. Our research shows why.
Social Security Benefits to Rise 1.7% in 2015
In 2015 Social Security benefits will rise by 1.7 percent per the annual cost of living adjustment (COLA), affecting more than 58 million beneficiaries.
Can the Social Security Trust Fund Survive?
Understanding how the Social Security program works is key to dispelling fears and avoiding bad claiming decisions.
Senator Says Spending Bill Ready Soon, Vows to Fight Social Security Cutters
Senate Appropriations head Barbara Mikulski sees the incoming GOP-controlled Congress as likely to reduce the number of Social Security field offices.
Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.
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.