Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Jeffrey Gundlach Says ‘Deflation Is Not Off the Table’
By Kate McBrideDoubleLine’s chief notes where the opportunities and risks are for investors.
March 01, 2011
Protect Affluent Clients’ Data—and PrivacyWe read about all the large data lapses in the news—credit card info for thousands of TJ Maxx customers stolen, Countrywide losing mortgage application data for thousands of people, etc.
February 23, 2011
Cogent Report: Most Public Pension Plans Are in CrisisOnly one in five public pension plans can meet their financial obligations to plan participants.
February 22, 2011
Financial Confidence ImprovesAmericans seem to have more confidence in their finances, according to Country Financial.
February 22, 2011
Moody's Analyst: Fix the EntitlementsThe U.S. government has to do something about entitlement programs to get its financial affairs in order, rating analysts say.
February 14, 2011
Obama Budget: COLI Tax, Dividend Deduction Cut, Life Settlement Reporting, PBGC Reform, PPACA Funding, Dodd-Frank Funding . . . .The Obama administration is calling in its 2012 budget for a new tax on corporate-owned-life insurance, a cut in the dividends-received deduction for variable life and variable annuity products, and many other provisions.