Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
3 Critical Decisions Every Pre-Retiree Must Make
By Bernice NapachAnne Lester of J.P. Morgan Asset Management offers tips on how advisors can address these decisions with clients.
May 10, 2018
Health Care Costs Eat Up Big Chunks of Social Security BenefitsA Senior Citizens League survey found that retirees use 25%-50% of Social Security benefits to finance healthcare costs and oppose Medicare cuts.
May 08, 2018
Social Security Timing: What Couples Should Consider — The Advisor and the Quant'Advisor' Joe Elsasser and 'Quant' Ron Piccinini discuss how to help married couples maximize their Social Security benefits.
May 07, 2018
What Americans Think About Retirement Income in 5 ChartsA Franklin Templeton survey shows how concerns about retirement savings strategies differ by generation.
May 07, 2018
What Americans Think About Retirement Income in 5 ChartsA Franklin Templeton survey shows how concerns about retirement savings strategies differ by generation.
May 04, 2018
2 Things Advisors Might Not Know About RetireesA new study from United Income upends some assumptions about where retirees live and how they spend their days.
May 03, 2018
10 States With the Fewest Social Security RecipientsIn most of these states, 15% or more of the population is collecting Social Security retirement benefits.
May 03, 2018
10 States With the Fewest Social Security RecipientsIn most of these states, 15% or more of the population is collecting Social Security retirement benefits.