Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Kotlikoff: 10 Ways to Maximize Social Security Benefits Under New Law
By Emily ZulzThe budget bill signed into law in early November killed several popular Social Security claiming tactics. Laurence Kotlikoff tells advisors what they need to know.
November 12, 2015
CFPB Releases Social Security Claiming ToolMost retirees make Social Security claiming decisions based on "limited and incorrect information," and many take benefits too soon, CFPB says.
November 10, 2015
When Banks Cut Off Data From FinServ Sites, Who Wins?Restricting data is ultimately more harmful for the investor, Orion's chief technology officer says.
November 06, 2015
No Social Security COLA? No way, say Senators who introduce SAVE Benefits ActBill would give seniors, veterans, disabled emergency payment equal to 3.9 percent of average annual Social Security benefit.
November 06, 2015
No Social Security COLA? No way, say Senators who introduce SAVE Benefits ActBill would give seniors, veterans, disabled emergency payment equal to 3.9 percent of average annual Social Security benefit.
November 05, 2015
No Social Security COLA? No Way, Senators SayDemocratic senators including Elizabeth Warren and presidential candidate Bernie Sanders introduced legislation to boost Social Security and other benefits for seniors and the disabled.
October 29, 2015
Social Security planning: The ethical caseToo many Americans are treading the cliff's edge with their retirement savings. Shouldn't you rescue them now while you have the opportunity?
October 28, 2015
Are your clients about to lose $50,000 in future Social Security benefits?It's not all that surprising that the U.S. budget deal comes with a Social Security surprise.