Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Learning Social Security’s ins and outs
By Ed McCarthy, CFP, RICPOptimizing Social Securitys retirement benefit has gone from being an obscure, wonkish topic to an essential part of retirement income planning.
October 05, 2015
Social Security planning: The business caseDo advisors have a fiduciary obligation to offer Social Security planning advice that produces an optimal payout?
October 05, 2015
Social Security planning: The business caseDo advisors have a fiduciary obligation to offer Social Security planning advice that produces an optimal payout?
October 02, 2015
Groups seek Medicare Part B premium changePremiums for high-income enrollees and new enrollees could rise 52 percent.
October 02, 2015
Groups seek Medicare Part B premium changePremiums for high-income enrollees and new enrollees could rise 52 percent.
October 01, 2015
America is changing. Are advisors ready?Big shifts in the U.S. population will challenge advisors assumptions about planning and may well lead to a change in the demographics of their clients.
October 01, 2015
America is changing. Are advisors ready?Big shifts in the U.S. population will challenge advisors assumptions about planning and may well lead to a change in the demographics of their clients.
September 28, 2015
What if the Projections Are Wrong?Advisors are natural-born skeptics. So can we trust that the demographic projections used by government agencies are accurate?