Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Get out of the friend zone
By Bill CatesEase into a business relationship with referrals by making your first contact a social meeting.
July 27, 2016
Democratic Platform: 5 Things Advisors Should KnowThe proposals that Hillary Clinton has announced are "fairly modest from a macroeconomic point of view," a UBS report says.
July 26, 2016
Best Age to Start Claiming Social Security? It's Really a GambleAll you have to do is Google the phrase When is the best age to take Social Security? and youll get endless advice on the perfect timing for taking Social Security, even though not one single advice-giver knows anything about you.
July 22, 2016
GOP Platform: 4 Things Advisors Should KnowAccording to the platform, Republicans want to gut Dodd-Frank and reinstate Glass-Steagall.
July 22, 2016
Social Security Bill Would Raise Retirement Age, Slow COLAsThe Save Our Social Security Act employs a combination of revenues, benefit adjustments and raising the retirement age while preserving early retirement.
July 21, 2016
6 things you must know about increasing income with Social SecurityFinancial vehicles for retirement have evolved in recent years, and the market will only continue to change.
July 18, 2016
ABLE Accounts Yield Tax-Preferred Special Needs SavingsABLE accounts represent a valuable tax-preferred planning tool for disabled individuals, but they are just one piece of the puzzle.
July 18, 2016
Study: External cyberattacks cost enterprises $3.5M per yearMost IT security leaders say that defenses needed to identify and mitigate cyber threats are non-existent, ad hoc or inconsistently applied.