Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security: 5 tips for clients post-file and suspend
By Joshua MellbergThe ability to collect Social Security benefits based on a suspended account and to file a restricted application will be phased out in two steps.
March 02, 2016
Blindsiding the public on Social SecurityThe Social Security trust fund holds $2.8 trillion of IOUs that are not marketable and cannot be used to pay benefits.
March 02, 2016
Blindsiding the public on Social SecurityThe Social Security trust fund holds $2.8 trillion of IOUs that are not marketable and cannot be used to pay benefits.
March 01, 2016
5 steps to tackling data security in the insurance industryFor small and midsize insurance practices, it's time to rethink data security.
March 01, 2016
Social Security: Managing New Claiming Strategies, BenefitsFor advisors with clients approaching retirement age, it is important to keep in mind that there are several options for structuring Social Security benefits.
March 01, 2016
4 things you need to know about the Social Security spousal benefitHere are four situations in which an individual can collect Social Security, when they can collect, how much they can collect, and how to do it.
March 01, 2016
4 things you need to know about the Social Security spousal benefitHere are four situations in which an individual can collect Social Security, when they can collect, how much they can collect, and how to do it.
February 29, 2016
5 steps to tackling data security in the insurance industryFor small and midsize insurance practices, it's time to rethink data security.