Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
2 Things Advisors Might Not Know About Retirees
By Bernice NapachA new study from United Income upends some assumptions about where retirees live and how they spend their days.
May 01, 2018
Talk to Clients About Social Security or Risk Losing ThemA Nationwide study shows why advisors should help plan Social Security strategies and the risks they run if they don't.
May 01, 2018
Retiree Confidence Slips, Especially on Health Care: EBRIWorkers, on the other hand, appear to be more confident than last year, EBRI reports.
April 30, 2018
2018 IA 25 Politics, Regulation & Compliance WinnersHere are 2018 IA 25 top vote getters in field of politics/regulators/compliance.
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.