Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Advising Clients on Social Security: Talking Points, Part 1
By Marc KinerThis five-part series will explain the talking points that advisors need to share when meeting with clients to discuss Social Security benefits and provide assistance.
March 02, 2017
Securities America to Pay $1M Over Sales of MedCap NotesEarlier, the IBD agreed to give some $2.8 million to some 60 investors who lost millions as the firm went into default.
March 02, 2017
Bill Would Change Social Security COLA FormulaSocial Security cost-of-living adjustments should reflect seniors' costs, not those of workers, says Rep. John Garamendi, D-Calif.
February 28, 2017
SEC Crowdfunding Rules May Be ‘Too Restrictive’: Acting ChairMore than 160 U.S. deals have been initiated since Regulation CF kicked in last May, according to acting SEC Chairman Michael Piwowar.
February 22, 2017
SEC to Host Crowdfunding SymposiumRegulators, practitioners and academics will discuss protecting investors while facilitating capital formation.
February 16, 2017
Lawmakers Chide Mulvaney as New OMB DirectorLawmakers are concerned about his desire to cut Social Security, raise the retirement age and end Medicare.
February 14, 2017
Poor Steven MnuchinThe new Treasury secretary will be in charge of telling us that needs are big and resources are small.
January 27, 2017
Trump freeze seen worsening 526-day disability case backlogAbout 1.1 million people are now waiting for SSDI benefits decisions.