6 Things About Social Security Advisors Should Tell Clients
Here are a few tips from the Social Security Administration and Shepherd Financial Partners that spotlight some important points for near retirees.
4 Big Trends You Can’t Ignore
The future always presents challenges, but also opportunities for those who are prepared.
AARP Blasts Social Security Benefit Increase as Too ‘Small’
The 1.5% COLA will “quickly be consumed by the rising costs of basic needs like food, utilities and health care,” says AARP.
Why Social Security Expertise Is Critical to Clients — and Advisors
According the Social Security Administration, 74% of recipients are receiving a reduced benefit amount.
Time to Retire the Idea of Retirement
Americans are not saving enough, the economy provides less opportunity and ceasing work has all sorts of ill effects personally and socially.
Friedman: ‘Twin Threats’ of Government Shutdown, Debt Default Could Roil Markets
A “volatile September” may be in store, Andy Friedman says, if Congress fails to deal with the looming debt limit crisis.
How to Prospect for Clients by Coordinating Social Security Benefits
Many advisors don’t know how to educate clients on integrating Social Security into their retirement plans -- and advisors don’t realize that such knowledge can be an entry point for new lead generation, says PlanMyBenefit.com’s Seth Stewart.
Financial Planners Waste No Time After DOMA Ruling
Hart Patterson Financial Services began calling clients immediately following the Supreme Court’s decision on gay marriage.
T. Rowe Social Security Calculator Shows Strategies to Boost Benefits
T. Rowe Price's Benefits Evaluator helps advisors calculate the goals-based annual dollar amount that clients stand to claim from Social Security under a variety of scenarios.
Live (Not Too) Long and Prosper: Bankers Life
Longevity, one of the major risks investors face in retirement, is also one of the furthest things from their minds.