Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
SIPC Fights SEC’s Stanford Suit
By Melanie WaddellOne day after Allen Stanford was convicted on March 6 of operating a $7 billion Ponzi scheme, the CEO of the Securities Investor Protection Corp. (SIPC) told lawmakers that SIPC is not responsible for reimbursing Stanford investors for their losses.
March 20, 2012
RAND Analyst: Some SSDI Examiners Are Easy GradersWorkers with musculoskeletal problems may be more likely than those with mental impairments to win appeals.
March 15, 2012
Democrats Use Planned Parenthood Remark to Attack RomneyRomney said during a television interview with a Missouri station that, "We're going to get rid of that."
March 14, 2012
Benefits Council Applauds Pension Relief in Senate BillThe American Benefits Council is applauding the final passage by the Senate today of The Highway Investment, Job Creation and Economic Growth Act, as the bill includes a provision that provides pension funding relief to companies.
March 07, 2012
Social Security Secret: Advisor’s Dogged Pursuit Bears Fruit for Clients (AdvisorOne)When pre-retirement clients asked Brett Horowitz when they should optimally take their Social Security benefits, the Evensky Katz financial advisor did not stop at the break-even analysis that conventional financial planning research advises.
March 05, 2012
Social Security Secret: Advisor’s Dogged Pursuit Bears Fruit for ClientsHow Evensky Katz advisor Brett Horowitz pursued answers from the Social Security Administration to confirm a little-known filing procedure that greatly benefits recipients.
March 01, 2012
How Serious Are You About Securing Your Data?Advisors today have access to more client data than ever before, but in this day and age, advisors cant afford to get sloppy with security.
February 29, 2012
See more people…make more sales, Part 2Asking questions in a conversational way creates awareness and interest.