Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Survivor Benefits: Don’t Just Survive, Maximize
By Robert Bloink, William H. ByrnesThe extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
July 14, 2017
Social Security to Be Depleted in 17 Years: TrusteesAll Social Security beneficiaries are on track to face a 23% benefit cut in 2034, says Committee for a Responsible Federal Budget.
July 14, 2017
Social Security Trust Funds Post Higher GainThe combined trust funds could run dry in 2034.
July 03, 2017
While Your Clients Are Away, Cybercriminals Will PreyTravel seems to be on everyone's calendar this summer. If that's the case among your clients, safety and security are likely uppermost on their minds.
June 21, 2017
Social Security Might Be Too Much of a Mystery to Affect Savings: EconomistsResearchers found little evidence in survey data that public benefits crowd out private savings.
June 15, 2017
Health Care Costs to Swamp Social Security COLAs: HealthView StudyHealthView Services projects that retirees health care costs will more than double projected increase in Social Security COLAs.
June 05, 2017
SEC Slams BD for Routinely Violating Anti-Money Laundering RulesUtah-based Alpine Securities routinely and systematically failed to file suspicious activity reports for stock transactions that it flagged as suspicious, SEC says.
May 29, 2017
Help Clients Protect Their Homes During the Summer Travel SeasonThey can minimize the risk of robbery and other threats by taking action.
