Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Congress unveils $1.1 trillion government funding bill
By Derek WallbankThe plan includes a Dodd-Frank study requirement but no efforts to block PPACA.
January 10, 2014
Why pre retirees need Social Security planning [infographic]Americans nearing retirement aren't getting the individualized help they need and it is costing them.
January 09, 2014
SEC, FINRA Enforcement: Alcoa Fined $384M for BriberyMeanwhile, Barclays felt FINRA's wrath, and J.P. Morgan Securities racked up two FINRA fines.
January 07, 2014
JPMorgan to Pay More Than $2 Billion for Madoff Oversight FailureWe recognize we could have done a better job pulling together various pieces of information and concerns about Madoff, said JPMorgan Chase.
January 06, 2014
Why Social Security planning expertise pays huge dividendsAdvising on Social Security benefits allows advisors to differentiate themselves from the competition while bringing in a steady stream of highly qualified prospects.
January 06, 2014
Why Social Security planning expertise pays huge dividendsAdvising on Social Security benefits allows advisors to differentiate themselves from the competition while bringing in a steady stream of highly qualified prospects.
January 06, 2014
2013 saw pension funding reboundAggregate pension funded status is pegged at 93 percent at year-end 2013, a big jump from 77 percent at the end of 2012.
January 06, 2014
2013 saw pension funding reboundAggregate pension funded status is pegged at 93 percent at year-end 2013, a big jump from 77 percent at the end of 2012.
