Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Best 12 Ways to Stop Identity Theft During the 12 Days of Christmas
By Marlene Y. SatterDoctors, police officers, firefighters and EMTs stay busy during the holidays. So do criminals.
November 15, 2011
Social Security and Your Senior Clients: A Teachable MomentElection time means it's time to kick around Social Security again. But you probably have more insights for your clients than a raft of loud-mouthed candidates.
November 11, 2011
Boomers Look to Create Jobs, Meet Community NeedsA sizable number of American baby boomers are considering starting businesses or nonprofit ventures over the coming decade, according to new research by a think tank on boomers, work and social purpose.
November 07, 2011
Milliman: Top Pension Plans Enjoyed $44B Gain in 3QMilliman attributes the third quarter improvement to investment gains. As of October 31, the funded ratio rose to 75.4% from 72.8% at the end of September.
November 04, 2011
BofA Moves to Issue 400M Shares as Stock WeakensBank of America said Thursday that it might issue 400 million new shares and disclosed plans to exchange preferred securities for a total of $6 billion of common shares and debt, despite repeated statements by CEO Brian Moynihan that it would not issue new shares.
November 03, 2011
Expert: Social Security Doesn't Contribute to Deficit (BenefitsPro)Merton Bernstein, an expert on Social Security and the Walter D. Coles Professor Emeritus at Washington University in St. Louis has argued that cutting Social Security will not help solve our country's debt problem. In fact, he says that eliminating these benefits might hurt the economy.
October 31, 2011
You’ve only just begunWhen you make yourself available to clients after the decisions are made, you assure them they made the right choices.