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Social Security

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After Advisor's Mother Is Diagnosed With Alzheimer's, He Steps Up

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He compiled resources, crunched numbers and developed planning strategies he’s now using with clients.

McConnell Blames Entitlements, Not GOP, For Rising Deficits

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Medicare, Medicaid and Social Security spending are the real culprits, he says.

AARP: Social Security COLA Hike Needed, But Not Enough

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Meanwhile, new research reveals many beneficiaries are confused about benefits and some have regrets.

Thorough Social Security Analysis Can Cement Client Relationships

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Advisors should do a deep-dive analysis of their clients' Social Security needs, an Allianz Life executive says.

Stanford Suggests This Withdrawal Strategy For Mass Affluent Boomers

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A Stanford scholar describes how to make the money last for your mass affluent clients.

Social Security Changes Are Causing Americans To Retire Later

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We're finally seeing the effects of Social Security changes made in the 1980s.

Restricted Social Security Application For Spousal Benefits Is Disappearing

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One of the provisions of the revamped Social Security law that benefited couples is being eliminated.

Millennials Sit Out The Bull Stock Market

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Millennials are still keeping most of their savings in cash, laments Barry Ritholtz.

Trump Flirts With Government Shutdown GOP Is Racing To Avoid

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The president is floating the idea of provoking a government shutdown over border wall funding.

Spouses Can Benefit From Coordinated Social Security Strategies

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Some filing strategies for couples were eliminated, but spouses can still coordinate their benefits.

Advisors Say Rubio's Universal Leave Idea Could Devastate Social Security

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Sen. Marco Rubio would allow people to tap into Social Security early to pay for parental leave.

When Clients Tear Up Retirement Plans

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Advisors need a Plan B when clients change things up and retire early, Morningstar says.

Social Security Will Go Broke Faster Than You Think, Wharton School Says

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Social Security trustees are not considering macro-economic factors that will reduce payroll taxes, the study say.

Spouses Need To Think Carefully About When To Take Social Security Benefits

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When one spouse dies, such decisions will heavily impact the income that is left for the surviving partner.

N.Y. Publisher Fined For Calling Its Social Security Guide 'Official'

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The publisher was sued by SSA for giving the impression the book was an official government publication.

Why Women, Generation X Are So Far Behind The Retirement Eight Ball

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Six in 10 women and seven in 10 Gen Xers did not know their personal net worth.

Warn Clients About These Social Security Scams

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Criminals want your clients' Social Security numbers. Here's what they do to try and get them.

Despite Their Financial Need, Less Educated U.S. Workers Retire Earlier

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A Boston College economist says four trends account for the growing gap between college and high school graduates.

Widows Are Becoming Less Likely To Fall Into Poverty, Study Finds

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Better education and workforce involvement have made widows more financially independent, the study found.

Medicare Is Removing Social Security Numbers From New Cards

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Advisors can help alert clients to scams involving the theft of the numbers from the current cards.

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