Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How Much Will Boomers, Millennials Get in Retirement?
By Ginger SzalaThe Urban Institute releases its latest data on how much each generation will pay into Social Security and Medicare, and what they'll receive.
October 11, 2018
Social Security COLA for 2019: 2.8%This is the largest COLA since 2012 and almost one-third higher than this year's.
October 09, 2018
'Undertakings' Against Theranos, Musk Show SEC Enforcement MuscleThe SEC's enforcement tools go beyond fines. Undertakings are intended to correct future behavior.
October 09, 2018
Why Americans Are Waiting Longer Before RetiringThese trends are at least in part the consequence of policy changes made in the early 1980s.
October 08, 2018
How Low Returns Affect Retirement Withdrawal StrategiesAn NBER paper examines the impact of low returns on Social Security claiming and other financial decisions.
October 03, 2018
Bloink & Byrnes Go Thumb to Thumb: Trump's RMD Rule ChangeWe asked two professors with opposing political viewpoints to share their opinions on the new legislative proposal and its potential impact if passed in its current form.
October 02, 2018
People Have a False Sense of Cybersecurity: StudyMost people are more vulnerable to a data theft than they think they are, a Chubb study finds.
October 02, 2018
3 Generations United in Their Concerns About Retirement: SurveyAARP and AYA surveyed 4,862 adults to discern economic concerns by generation and found more similarities than differences.