Beyond Social Security: Planning for Soon-to-Be Retirees
It's crucial for advisors to optimize not just their clients' Social Security timing, but their entire portfolios for maximum future spending power.
Honeymoon’s Over: Helping Gay Couples Manage 2013 Tax Hikes
Accountant and lawyer Janis Cowhey McDonagh helps same-sex married couples, and all taxpayers, navigate the myriad changes that went into effect this year.
Social Security Payback Still a Good Option for Early Collectors
Early collectors who change their minds can return their benefits within one year and reap the rewards of waiting later on.
The Expat Life: Helping Clients Retire Overseas
The trend of Americans retiring in foreign countries to live more comfortably opens a new frontier for advisors.
Claiming Social Security: A Timeline for Clients
As your clients approach retirement and begin to feel the weight of mounting decisions and deadlines, expect to encounter planning insecurity toward Social Security.
Will Delaying Social Security Benefits Be a Tough Sell to Clients in 2014?
Retirement planners may have a tough time in 2014 persuading clients to hold off on claiming Social Security benefits until the last year possible.
Social Security to Run 12% Yearly Deficit: CBO
The deficit will rise to more than 30% by 2030, according to the CBO, as more baby boomers retire.
Annuities and Social Security: What Retirees Need to Know
Three top retirement planners explain how they're dealing with two of the hottest client topics out there.
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.