Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
PBGC Halts Employer Shutdown Cases
By Melanie WaddellAfter complaints, PBGC said Tuesday that it is placing a six-month moratorium on the enforcement of facility shutdown cases.
June 27, 2014
How to Fix Social Security Claiming Mistakes by ClientsToo many advisors avoid Social Security planning, but helping clients correct a mistake will lead to increased trust and more referrals.
June 27, 2014
Young Investors Don’t Want Advisors Who ‘Mirror Them’: Securities AmericaGen X and Gen Y want experienced financial advisors and are willing to work with their parents FAs, the IBD said at its conference.
June 25, 2014
Knowledge is powerfulKnowing how to use these websites will make you a magnificent retirement income planner.
June 25, 2014
Knowledge is powerfulKnowing how to use these websites will make you a magnificent retirement income planner.
June 20, 2014
When to take Social Security: A breakdown by marital statusT. Rowe Price runs the numbers to find the best benefit claiming strategies for singles, married couples and divorcees.
June 18, 2014
Investors Watching France’s Economy CloselySkittish investors have been looking at France with a wary eye for some time. The economy is slow but it is moving.
June 18, 2014
3 Social Security solutions to increase productionIgnoring the opportunity that Social Security planning presents is a disservice to your clients and your book of business.