Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Claiming Options: Don’t ‘Save the Date’
By William MeyerSocial Security agents want you to get the most in benefits, but the more important issue is when you get those benefits.
August 25, 2014
Social Security and Tax Planning: The Advisor OpportunityNeither process is fun, but relieving the confusion and frustration surrounding the Social Security planning and claiming process represents a major business-building opportunity for advisors.
August 22, 2014
Bank of America Settlement Ends Mortgage Crisis Lawsuits? Not So FastFollowing a Supreme Court directive, a federal appeals court ruled a lawsuit on behalf of several credit unions over mortgage-backed securities could proceed.
August 19, 2014
Don’t Take Retirement Advice From the Social Security AdministrationIts not that SSA employees wont give advice on how and when to claim benefits; its that they cant. So make sure you step up.
August 19, 2014
Who Makes Better Funding Choices: Crowds or Experts?Two Ivy League researchers compared crowdfunding and expert evaluation of proposed theater projects. Here's what they found.
August 15, 2014
Under the Hood: Protection From Cyber-Crime and Identity Theft—What You Need to KnowFinancial advisors are increasingly targeted by identity thieves, so it's more important than ever that advisors protect their clients assets and information.
August 12, 2014
Securities America Grabs 2 Advisors With $93M in AUMThe Virginia-based brokers come from VALIC, an AIG affiliate, and join Investor Securities Group, one of Securities America's largest branches.
August 04, 2014
Older Workers More Anxious Than Retirees About Financial FutureDespite having significant nest eggs, pre-retirees are more likely to fear financial struggles in retirement than those already retired, T. Rowe Price found.