Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
GOP Aid Plan Includes Bill to Fast-Track Social Security, Medicare Changes
By Melanie WaddellThe bill is one of several that make up the HEALS Act, a package House Speaker Nancy Pelosi says "isn't serious."
July 17, 2020
How Becoming a Social Security Claiming Whiz Can Boost Your PracticeClaiming at the optimal time can increase lifetime benefits by tens of thousands of dollars or more, but clients need help navigating the rules.
July 14, 2020
Is America Worried About Retirement? Yes!Their worries have grown in the last three months, a survey found.
July 10, 2020
Boosting Social Security Payments Tops Biden's Economic PrioritiesSolving the public health crisis posed by the pandemic, Biden said, "is the surest way to get the economy back on track."
June 25, 2020
A Flight Attendant's Dilemma: Take a Pay Cut or Retire Early?Campbell Wealth Management's CEO tells ThinkAdvisor how his firm helped a client whose employer gave her a hard choice.
June 23, 2020
5 New Things to Know About Annuity Prospects and TaxesNationwide has found that even many high-asset retirement savers have big tax literacy gaps.
June 17, 2020
Advisors Beware: Schemers Are Out to Get YouThe House Financial Services Committee and NASAA found the pandemic has brought out more fraudsters.
June 17, 2020
5 Questions From LGBTQ Investors in the Era of Marriage EqualityThese couples may not be fully aware of strategies to maximize their estate, financial and tax planning.