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Social Security

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Americans Low-Ball Retirement Expenses, Overestimate Social Security

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The expectations of pre-retirees aren’t realities for current retirees.

Putnam’s CEO Crusades For Social Security Changes

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In his new book, Robert Reynolds stresses how to reform Social Security to prevent crisis in the not-so-distant future.

What To Do About Gambling Among Your Retiree Clients

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Do you have clients who are pulling out retirement money to play the slot machines? Here are some tips on how to intervene.

Social Security Numbers Look Like A Time Bomb, Because They Are

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The Equifax hack raises the question: Why do we still have these lifelong sitting ducks?

Americans Financially Confident, Lack Financial Know-How, Survey Says

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U.S. pre-retirees are feeling more financially secure, but demonstrate low financial knowledge, a new survey says.

Student Debt Can Erode Social Security Benefits

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Social Security benefits can be reduced to pay back student loans and pay taxes.

Your Children Can Spare You Time, Money In A Nursing Home

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People with kids spend less in nursing home costs than those without children, a RAND study found.

Millennials Want Gov't Support For Retirement

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Millennials bring a different mindset to retirement and work than previous generations, study says.

Advisor Creates Platform For Lifetime Health Care Planning

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The website and digital portal offers education and resources for clients and advisors.

Older Americans Aren't As Poor As We Thought

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There's a widening wealth gap between the old and young.

4 Out Of 5 Older Women Flunk This Retirement Literacy Quiz

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Retirement-age Americans are dangerously low on financial literacy, but women significantly lag men.

How To Fix Social Security

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Retirement expert Alicia Munnell lays out options for rejuvenating the 82-year-old mother of all safety nets.

These Three Trends Are Eating Up The American Retirement Dream

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The government’s latest report on Social Security is bad enough. Trends in income inequality and health care make it worse.

Social Security, Medicare Trust Funds Get Extra Year Of Breathing Room

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A stronger economy could make the programs more sustainable, Treasury Secretary Steve Mnuchin said.

5 Retirement Planning Steps To Take When Clients Divorce

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The trauma of divorce can be used as an opportunity to secure clients’ financial futures, this retirement coach says.

Survey Shows Those Working With Advisors Less Financially Literate

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Three-quarters failed to pass an American College quiz on how to make savings last through a retirement.

Why the U.S. Can’t Kick Its Addiction To Social Security Numbers

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Social Security numbers are widely used for authentication, thus they are juicy targets for fraud.

Hardly Working? Try Hardly Retiring

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With more people staying in the workforce after age 65, how do advisors benefit?

Don't Trust Social Security Agents' Claiming Advice

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They are not prepared to analyze complex Social Security strategies, says one expert.

Advisors Worry About Trump, Economy and Regulation

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According to a recent study from Fidelity, government and economy remain the top concerns for financial advisors.

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