Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How Social Security Spousal Benefits Really Work: A Case Study
By Marcia MantellA 66-year-old gets advice from an older sister that's well-intended but incorrect. Here are the facts.
April 19, 2022
New WealthConductor App Lets Advisors Use Health Data in Retirement PlanningIncomeConductor Health+ will enable advisors to use data like longevity and health care expense projections in client plans.
April 19, 2022
10 Financial Planning Steps to Take Within 10 Years of RetirementFollowing these steps will help ensure your client can retire successfully and on time.
April 14, 2022
What Hopkins, Levine & Treichel Think of Retirement Changes in Secure Act 2.0Clients will ask about Secure 2.0, so advisors should "be prepared," one expert said in this webcast.
April 12, 2022
2023 Social Security COLA Estimate Rises to 8.9% as Inflation ClimbsThe average Social Security recipient has lost $162.60 in purchasing power in 2023, according to an advocacy group.
April 11, 2022
Retirement Planning Is No Laughing Matter: WealthConductor CEOYour clients want a customized planning approach that addresses their biggest fears, Sheryl O'Connor tells ThinkAdvisor.
April 05, 2022
Cheat Sheet: 10 Social Security Facts Every Advisor and Client Should KnowHere's a guide for talking about Social Security with clients, even if you're not an expert.
April 04, 2022
Everything You Need to Know About Social Security's Retirement Earnings TestA thorough understanding of the test rules can enable advisors to tailor claiming strategies to their clients.