Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
What Drives the Social Security Claiming Decision?
By Marlene SatterA study in the Journal of Financial Planning examines why people choose to claim their benefits when they do.
November 15, 2018
Fidelity Launches Global Retirement Savings GuidelinesIt wants to help workers, and the multinational corporations that employ them, figure out how much to save.
November 12, 2018
Social Security: 12 Things Everyone Should KnowAARP report addresses misconceptions and realities about Social Security and bankruptcy, reform and taxes.
November 07, 2018
Massachusetts Launches Elder Financial Abuse Training ProgramThe free program trains law enforcement personnel to spot elder fraud.
November 06, 2018
The Spreading FIRE Movement and the Advisor's RoleWriter-director Travis Shakespeare expounds on a new lifestyle and investing movement that's gaining momentum with millennials.
October 31, 2018
Worry of Waning Retirement Income Big Reason for Annuity Purchases: StudyLIMRA study says younger workers, as opposed to older workers, aren't looking to Social Security as a prime income source.
October 28, 2018
Intruders May Have Viewed Some Social Security Numbers on Insurer's SystemIntruders may have seen the Social Security numbers of a "limited group of individuals."
October 25, 2018
The ABCs of Structured AnnuitiesFor investors who want some upside market participation and downside protection in a tax-deferred wrapper, these annuities are worth a look.