Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Peter Elkind Discusses ‘Rise and Fall’ of Eliot Spitzer and Enron
By Kate McBrideAt the fi360 Conference, the best-selling author offers lessons on Eliot Spitzer’s shortcomings and the dangers of Enron’s Skilling and Lay's management styles.
May 10, 2011
Sen. Max Baucus: Keep Social Security Out of Deficit Reduction PlanAt a Senate hearing, Baucus says that by law, ‘Social Security must remain separated from the rest of the Federal budget.’
May 04, 2011
Poll: Majority expect Medicare crisisAccording to a new USA Today/Gallup poll, 67 percent of Americans believe Social Security and Medicare costs are already creating a fiscal crisis for the federal government (34 percent) or will do so within the next 10 years (33 percent).
May 04, 2011
Witnesses Debate Public Pension Disclosure ChangesChanging the way government employers report pension plan performance could increase their stability and overall fiscal realism - or force governments to cut back on valuable social programs for no particularly good reason.
May 04, 2011
Having the 'Driving' Conversation With Older Clients, or Their ParentsHelp for clients, or advisors, who must have a difficult conversation with aging family members about giving up driving.
May 03, 2011
Public Pension Battle Heats UpThe House Ways and Means Committee oversight subcommittee is organizing a hearing on state and local pension plan disclosure rules.
May 03, 2011
Social, Environmental Concerns Dominate Shareholder ResolutionsShareholder resolutions that deal with sustainability issues dominated all others in 2010, and it is estimated that in 2011 half of all shareholder resolutions will focus on social and environmental concerns.
May 02, 2011
How PIMCO Will Structure Its Total-Return ETFThe new ETF is considered a hedge fund with mutual fund packaging.