Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Get People to Attend Your Event
By Maribeth KuzmeskiIf youre planning a seminar or event, dont neglect the most important ingredient: the audience.
January 04, 2012
Why Public Pensions are So Rich (Wall Street Journal)Despite mixed reviews and claims of unfair modesty, the truth is that many public sector workers have pensions that are far superior to those of their private sector counterparts.
December 31, 2011
Zen and the Art of Social Security benefitsSocial Security may be broke and busted but its still writing checks; get all that youre entitled to before it changes.
December 30, 2011
JPMorgan, Ally Sued by HSH NordbankGerman lender HSH Nordbank is suing JPMorgan Chase and Ally Financial, among other financial institutions, over losses it sustained in mortgage bonds that it said were misrepresented.
December 28, 2011
Pozen Slams Gingrich on Social Security, Income TaxesAdvisorOne contributor Robert Pozen took to the pages of the Washington Post on Monday to critique Newt Gingrichs plan for both Social Security and income taxes. Not surprisingly, the long-time Democrat, isnt impressed.
December 23, 2011
Collapse of Mayan Civilization Bears Lessons for Today’s Political Gridlock: News AnalysisThe payroll tax expiration in early 2012 brings to mind another expiration expected in the new year: specifically, the end of the world that some sources say was part of the religious thinking of the Mayans who saw Dec. 21, 2012 (or baktun 13) as some sort of end date....
December 20, 2011
Top Reps Display Creativity, Concern at Curian Capital ConferenceGet a group of top advisors in a room for an hour and you have just enough time to get through one question. Thats what happened recently when Denver-based managed account provider Curian Capital invited AdvisorOne to an exclusive roundtable discussion with a sampling of the reps and broker-dealers with...
December 17, 2011
Give Your Prospect a TaskGive your prospects an assignment the next time youre trying to close a sale.