Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Medicare: Questions are the answer
By Van MuellerLast month we examined the Social Security questions we ought to ask our clients.
November 17, 2010
Putnam CEO Reynolds Calls for a 'New Solvency'Putnam's Reynolds: If the U.S. does not move to a new economic model, the global markets will force change "in ways much more painful than anything" the Deficit Reduction Commission proposed.
November 11, 2010
White House Signals Surrender on Bush Tax CutsAfter confidently predicting in September a repeal of the Bush tax cuts would pass for those making over $250,000, then suggesting a "decoupling" strategy...
November 10, 2010
Social Security: 68 Could Be the New 65Members of a federal deficit-fighting panel may say Congress should raise the normal Social Security retirement age to 68 and reduce annual cost-of-living increases.
November 10, 2010
Social Security: 68 Could Be the New 65Members of a federal deficit-fighting panel may say Congress should raise the normal Social Security retirement age to 68 and reduce annual cost-of-living increases.
November 09, 2010
Gem Values Hold SteadyThe Wittelsbach and Koh-i-Noor diamonds dazzle, but watch out for the Pink Panthers
November 05, 2010
Marketing mojo: Using IntroMojoI interviewed Daniel Waldschmidt, creator of IntroMojo, to learn why IntroMojo is such a hot new sales and marketing tool.
October 28, 2010
Creating a financial dialogue with your clientsThose who read this column and attend my speeches know the consistent theme I deliver is that Americans must take responsibility for their own lives.