Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
9 milestones in the rise and fall of American pensions
By Kristen BeckmanSome of these events still affect retirement plans today.
August 19, 2016
Securities America to Buy Foothill Securities' Advisor BusinessIn the deal, Securities America will add up to 210 advisors with some $5 billion in assets.
August 18, 2016
How to correctly claim Social Security spousal benefitsA case study in claiming Social Security spousal benefits.
August 17, 2016
4 observations: former Comptroller General David WalkerColumn: When former U.S. Comptroller General David Walker speaks, financial advisors should listen.
August 15, 2016
Social Security Turns 81The program helps to finance the retirement of more than 40 million Americans but needs fixing to avoid payment cuts of 25% by 2034.
August 10, 2016
Social Security Replacement Rates Fall as Wives Earn MoreAlthough women make up nearly half of the U.S. labor force, Social Security is still designed for single-income couples, according to CRR.
August 02, 2016
Get out of the friend zoneEase into a business relationship with referrals by making your first contact a social meeting.
August 01, 2016
Trump's Social Security plan depends on immigrantsTrump claims he could end Social Security's shortfall through huge income-tax cuts.