Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Will Bush Tax Cuts Be Extended, and Bernanke Speaks: Advisor Briefing for the Week of Dec. 6, 2010
By James J. GreenThis week will bring more meetings and possibly action in Europe on the debt and bailout front, while the domestic economic reports that may move the markets include reads on manufacturing, mortgages, trade and consumer sentiment.
December 01, 2010
Medicare: Questions are the answerLast month we examined the Social Security questions we ought to ask our clients.
December 01, 2010
Obama Deficit Reduction Panel Releases Revised Report; Final Vote DelayedThe co-chairs of President Barack Obama's deficit reduction commission released Wednesday a revised version of their plan to reduce the burgeoning deficit by $3.8 trillion through 2020, and also delayed the final vote until Friday.
November 30, 2010
Medicare: Questions are the answerLast month we examined the Social Security questions we ought to ask our clients.
November 23, 2010
4 Social Security planning options to discuss with your clientsIt seems we regularly get news that the demise of Social Security is just down the road. As a financial professional, this poses an important question we should discuss with our clients.
November 21, 2010
Social Security: 68 Could Be the New 65Like our John Hancock story last issue, news of Social Security pushing back retirement age has stirred more than a few comments.
November 17, 2010
Putnam CEO Reynolds Calls for a 'New Solvency'Putnam's Reynolds: If the U.S. does not move to a new economic model, the global markets will force change "in ways much more painful than anything" the Deficit Reduction Commission proposed.
November 11, 2010
White House Signals Surrender on Bush Tax CutsAfter confidently predicting in September a repeal of the Bush tax cuts would pass for those making over $250,000, then suggesting a "decoupling" strategy...