Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Disagreement Over Payroll Tax Cut’s Impact on Social Security (New York Times)
By Staff WriterPresident Obama's call to extend a temporary payroll tax cut is the one issue that transcends party lines.
December 09, 2011
Soros Gambles Big on European DebtThe fact that George Soros took his investment firm private earlier this year may be the factor that potentially allows him to score big on a $2 billion bet: European bonds purchased from MF Global Holdings Ltd., Jon Corzine's now-bankrupt securities firm.
December 07, 2011
Sen. Reid: Payroll Tax Cut Deal or BustAs the battle rages on in Washington over whether to extend the payroll tax cut next year, Senate Majority Leader Harry Reid, D-Nev., said Wednesday that 'we arent going home until we finish this.'
December 07, 2011
Social Security Reform Proposal From 2010 Gets Second LookFollowing the supercommittees failure to make recommendations on how to reduce the deficit, the Urban Institute released on Monday a paper analyzing the potential effects of the Commissions recommendations should they be enacted.
December 04, 2011
Maximize Your Clients’ Social SecurityThree great Social Security tips for your married clients.
December 02, 2011
Disability Insurance Observer: Can SSDI Be Saved?The Social Security chief actuary says a 16% benefit cut would do the trick, and Standard looks at absence management.
November 29, 2011
Philanthropy Focus: Grant-Making Expert Challenges Baby Boomers’ Charitable IntentA recent study from Civic Ventures indicated that significant numbers of baby boomers are intent on starting their own nonprofit organizations or socially oriented enterprises over the next decade.
November 28, 2011
How to Host Memorable Client EventsFor financial advisors, theres nothing quite like a spontaneous referral from a satisfied client.