Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Wall Street Shrinkage (Wall Street Journal)
By Staff WriterOccupy Wall Street protests carry on in protest of large-scale capitalism, but things aren't looking that cushy in the center of world finance these days.
October 04, 2011
Making the most mileage out of testimonialsTestimonials are a marketing weapon, even for securities-licensed advisors. Heres how to use them to maximum effect while still playing within the rules.
September 30, 2011
Federal retirement plans almost as costly as Social Security (USA Today)Want a preview of the shortfalls which might eventually befall the Social Security system? Retirement programs for ex-federal workers are growing enormously, but the government hasnt set aside money to help pay for benefitsand needs to borrow and tax more each year to do so.
September 29, 2011
Ladenburg Thalmann to Buy Securities AmericaLadenburg Thalmann said that it planned to pay Ameriprise Financial $150 million in cash for Securities America in late August. In addition, the Miami-based broker-dealer says it will pay up to $70 million in 2012 and 2013 in so-called earn-outs, as the firm explained in an SEC report. Plus, Ameriprise...
September 23, 2011
More Budget Drama: Senate Defeats House Spending BillGovernment shutdown looms, again, as Congress prepared on Friday to adjourn for a week. Reid says Senate will vote on new bill Monday.
September 21, 2011
CBO Veterans: To Fix the Budget Process, Fix the BudgetersCongress should do something about reining in "mandatory" spending, but, in the end, the only way for lawmakers to improve the budgeting process is to do a better job of working together.
September 15, 2011
As Politicians Spar Over Social Security, 401(k) Planners Fill Retirement GapAmericas workers are relying more than ever on their employers to ensure theyll have enough money to retireand this trend toward paternalism is being embraced by mutual fund and insurance companies.
September 12, 2011
9 easy ways to blow a great sales opportunityThere are many ways to blow a great sales opportunity. Here are nine.