Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Talk to Clients About Social Security or Risk Losing Them
By Bernice NapachA Nationwide study shows why advisors should help plan Social Security strategies and the risks they run if they don't.
April 27, 2018
10 States With the Most Social Security RecipientsCutting Social Security payments could potentially have a greater impact on these state economies.
April 23, 2018
Pershing Launches New Retirement Plan Oversight Tool: Portfolio ProductsVestwell Partners also introduced a new retirement platform and Harvest added a new hub for practice management.
April 17, 2018
Galvin Fights Scottrade's Attempts to Move Fiduciary Fight to Federal CourtThe Massachusetts regulator compared Scottrade's argument to trying to fit a square peg in a round hole.
April 16, 2018
Is It the Spending or the Taxes? It's a Bit of BothThe real problem, the author says, is not with Social Security, but with Medicare.
April 12, 2018
Top 15 Cities Where Retirees Can Live Longest on $1 MillionGoBankingRates looked at the annual expenditures for someone 65 or older and the cost of living for each city.
April 12, 2018
Social Security Is Becoming More Generous, Not LessWe don't have to cut benefits from their current levels. We just have to stop, or at least moderate, their growth.
April 10, 2018
Retirement Plan Participants Need Professional Advice: SurveyThe latest Wells Fargo/Gallup Investor and Retirement Optimism Index found that non-retirees especially would like advice on how to optimize their Social Security benefits and income in retirement.