Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security payee system could fail your clients
By Allison BellSome of the people affected by this problem could be your disability or long-term care clients.
March 24, 2017
Senate Votes to Torpedo FCC Broadband Privacy RuleIf the privacy rule is repealed, Verizon, Comcast and AT&T could continue tracking and sharing peoples browsing and app activity without permission.
March 23, 2017
Wake up, Dave Ramsey: Your math is flawedBad math can make something completely wrong sound completely right. That's why financial nerds (like this columnist) are repelled by Ramsey and those like him.
March 23, 2017
Wake up, Dave Ramsey: Your math is flawedBad math can make something completely wrong sound completely right. That's why financial nerds (like this columnist) are repelled by Ramsey and those like him.
March 23, 2017
Advising Clients on Social Security: Talking Points, Part 4In this installment, we are going to discuss a few lighter topics: Do Over, Voluntary Suspension, Family Maximum and Filing for Benefits.
March 22, 2017
Advising Clients on Social Security: Talking Points, Part 3This installment introduces more advanced Social Security topics like Restricted Application, and coordinating spousal benefits and the Three-Legged Stool.
March 20, 2017
The Surprise Tax Hit for Post-Medicare HSA ContributionsMany clients are unaware of the complications that arise with respect to HSAs once they become eligible for Medicare, and penalties can be steep.
March 17, 2017
Advising Clients on Social Security: Talking Points, Part 2This installment will discuss more advanced topics, like explaining Social Security retirement income eligibility, and COLAs.