Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Obama’s Budget Drops Plan to Limit Social Security Increases
By Roger Runningen, BloombergThe so-called chained-CPI formula was part of a bid by the president to engage in deficit-reduction negotiations with Republicans.
February 13, 2014
The Best Time to Begin Collecting Social Security: Ask the AdvisorKarla McAvoy of HC Financial Advisors discusses the best ways to educate clients on when to take Social Security, no matter their circumstances.
February 12, 2014
Timeline: Watch the ‘whens’ of Social Security claimingAs your clients approach retirement and begin to feel the weight of mounting decisions and deadlines, expect to encounter planning insecurity toward Social Security.
February 11, 2014
Reducing payments among Social Security curesReducing payments to high wage earners tops the list of remedies that would eliminate most of the systems debt.
February 11, 2014
Reducing payments among Social Security curesReducing payments to high wage earners tops the list of remedies that would eliminate most of the systems debt.
February 10, 2014
Cutting Social Security Benefits of High Earners Voted Most Popular FixIn a poll about the best ways to shore up Social Security, 79% of respondents favored cutting benefits for the top quarter of earners.
February 05, 2014
Peer-to-peer, equity crowd-funding hit $6.4BThe U.S., U.K. and China constitute nearly all financial return crowd-funding, the U.S. accounting for 51 percent.
January 29, 2014
House passes abortion de-funding billH.R. 7 would put permanent restrictions on exchange plans.