Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Advisors Less Worried About Social Security Cuts Than Their Clients: Survey
By Bernice NapachThe American College survey focused on advisors certified as retirement income specialists.
July 30, 2019
Tipster's Email Led to Arrest in Massive Capital One BreachThe data, which was stored on servers rented from Amazon Web Services, included names, addresses, dates of birth, and some financial information, including self-reported income.
July 25, 2019
Exposing the Annuity Bonus TrapThe word "bonus" sounds like extra money, but that's the problem — it's not.
July 25, 2019
Millennials 'Get Ripped Off' in Social Security Bill: Rep. BradyThe Social Security 2100 Act, which would raise payroll taxes, sparked debate in its first House Ways and Means Committee hearing on Thursday.
July 23, 2019
Trump, Congress Clinch Debt-Limit Deal After Tense NegotiationsThe broad agreement suspends the debt ceiling until July 31, 2021, eliminating the risk that the government could miss payments as early as September.
July 22, 2019
Equifax's $650 Million Settlement: Financial Security Experts React"We need a consumer compensation fund, into which all of these fines are paid, for disbursement to long-abused U.S. consumers."
July 18, 2019
A Low-Tech Retirement Strategy to Make Savings LastAdvisors can pick up some tips to help clients in a new paper that outlines best practices to guarantee income in retirement.
July 16, 2019
Help Clients Understand Potential Social Security Benefit CutsFear of losing out on benefits can lead to poor claiming decisions. Advisors can help prevent that.