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.
Build Your Practice With Female Clients and Social Security Planning
Social Security is an important part of planning for female clients and can attract them to advisors’ practices, according to a webinar held on Wednesday.
The Future of Financial Advice? Maybe It’s Health Care
I suspect that financing health care will replace investments as the primary service demanded by advisory firm clients in the all-too-near future.
Social Security’s Old Forecasting Method Hides New Time Bomb, Researchers Say
Two researchers argue that the Social Security Administration is using outdated methods to project longevity and therefore understates the system’s shortfall by two years.
IRS Raises 401(k) Contribution Limits
While an extra $500 a year might not sound like much, compounding interest over a 20- or 30- year period could result in a sizable sum.
Social Security COLA Could Be Offset by Higher Medicare Premiums: IRI
“This reflects the growing trend of health-related expenses eating into retirement income,” the IRI president said.