Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Mass. Checks Out How BDs Treat Older Investors
By Melanie WaddellMassachusetts securities regulator William Galvin is sweeping 162 Massachusetts BDs to gauge the number of complaints from older investors and how BDs resolve them.
July 28, 2014
Social Security Bankrupt in 2033; Medicare Outlook Brightens: Trustees’ ReportWhile the trustees' Social Security funding forecast is similar to last year's, Medicare gets four more years thanks to Obamacare.
July 25, 2014
Want to live to 100? 4 things you need to knowBMO studies the long-living population of the Greek island of Ikaria to tease out the keys to successful longevity.
July 25, 2014
Want to live to 100? 4 things you need to knowBMO studies the long-living population of the Greek island of Ikaria to tease out the keys to successful longevity.
July 24, 2014
Want to Live to 100? 4 Things You Need to KnowBMO Harris studies the long-living population of a Greek island and teases out four keys to successful longevity.
July 24, 2014
Social Security Disability Fund Teeters on Brink of BrokeSocial Security's chief actuary warned senators that the disability trust fund needs help "soon" or reserves will run out in 2016.
July 18, 2014
House Bar on SEC Fiduciary Rule Likely DOA in SenateIt's unlikely that the Senate will agree to prohibit the SEC from making a uniform fiduciary rule, says IAA's David Tittsworth.
July 17, 2014
Think tank offers 2 options to preserve Social SecurityIt favors adopting means-testing and boosting the retirement age.