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Social Security

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No Inflation Increase For Social Security In 2016

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It is official: Seniors will not get a cost-of-living adjustment in Social Security benefits in 2016.

Will Advisors To Special Needs Clients Use ABLE Act Accounts?

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Many advisors are skeptical about the utility of the new accounts, which have disadvantages for users.

SSGA Study: Retirement Savers With Advisors Are More Confident

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Among thousands of retirement savers in the U.S., U.K., Ireland and Australia, those who expressed confidence about achieving their goals also noted constant contact with advisors.

Robo-Advisor Upgrades Platform To Take On Target-Date Funds

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NextCapital is rolling out new features that allow its platform to replace target-date funds as the default option in 401(k) plans and offer more holistic advice to savers.

Fears Of Social Security's Demise Unfounded, Advisors Say

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As Social Security celebrates its 80th anniversary, many Americans are pessimistic about the program’s future. But many financial advisors say those fears are unfounded.

How A Harvard Economist Screwed Up--And Then Saved--Her Retirement

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Just because you have a Ph.D. in economics doesn't mean you know how to invest for retirement.

Advisors Need To Integrate Health Care Into Retirement Planning

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Clients are increasingly asking their financial advisors to help determine their Social Security retirement strategy, but advisors should also focus on Medicare benefits.

Social Security Cuts Punish Middle Class

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N.J. Gov. Chris Christie’s plan to means-test benefits will have undesirable ripple effects.

Young Workers Are Not Saving For Retirement

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Generation Y expects to have a long retirement but does not believe Social Security will be there to help them, a new survey says.

Gay Marriage's Big Benefit Is Social Security

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The Supreme Court's ruling on same-sex marriage will give a huge boost to the retirement security of LGBT Americans, especially in the realm of Social Security

Why End-Of-Life Planning Has Great Value

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Planning is no easy task when someone is dying, but it can make an enormous difference to clients and their families, says advisor and columnist Dan Moisand.

SS Numbers To Be Removed From Medicare Cards

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The provision will make it more difficult for thieves to steal seniors' identities, says a sponsor of the measure.

Mike Huckabee: Don't Chop Social Security

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He's not the only conservative Republican who doesn't want to cut the program.

Dying Penniless: It’s Not Just The Poor

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Even substantial wealth is no guarantee you won’t burn through your fortune well before you die.

Book Helps Advisor Avoid Prospects Looking For 'Gunslinging Stockbroker'

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Eric Brotman wrote the book "Retiring Wealthy" to be a thought leader in the industry and his community.

Top 10 Retirement Planning Mistakes

by FA Staff

See how your advice matches up to AARP’s recent list of retirement planning mistakes.

Christie Pushes Means Test, Age Increase For Social Security

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Chris Christie lays out plans to means test Social Security and raise the retirement age during a speech today in early-voting New Hampshire.

Tax On Social Security May Come As Surprise

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The tax implicatons of receiving Social Security benefits and taking money from a portfolio need to be weighed, according to an advisor.

Social Security On The Bestseller List? The New Over-50 Shades of Grey

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"Get What’s Yours" is far from a soft-porn escapist romp, but the how-to book on maximizing your Social Security payout has become an improbable bestseller.

Workers To Get Online Access To Their Social Security Data

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Workers will be able to download data from their Social Security statements to assist them in financial and retirement planning starting in August.

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