by
Ted Knutson
Workers will be able to download data from their Social Security statements to assist them in financial and retirement planning starting in August.
by
Kathy Lynch
The average household’s savings rate increased to 5.5 percent in 2014, up from 4.6 percent in 2013, according to recent research from Hearts & Wallets.
by
Ted Knutson
The near total disappearance of employer-sponsored defined benefit plans is making Social Security Disability Insurance more vital to Americans, this expert told Congress.
by
Ted Knutson
Generation Xers may need to save an extra $27,000 to $79,000 for retirement if possible reductions to Social Security come true, EBRI's research director says.
by
Kathy Lynch
The U.S. has ranked 19th for three consecutive years in a Natixis survey that ranks countries on their ability to provide financial security and overall well being for retirees.
by
Kathy Lynch
After excluding households that had saved nothing, the median account balance of people 55 to 64 was $104,000, says a report by the Center for American Progress.
by
Ted Knutson
Social Security field offices will be open until 4 p.m. around the country every weekday but Wednesday starting March 16.
by
Reuters
The new Republican-controlled Congress has handed him an opportunity to act boldly on protecting Social Security.
by
Ted Knutson
The Social Security Administration should more intensely examine the hiring of profit and non-profit firms by states to help residents get Social Security income and disability insurance, the GAO...
by
Karen DeMasters
Americans value Social Security and agree to pay more to increase benefits, says a study by the National Academy of Social Insurance.
by
Mark Miller/Reuters
Social Security’s annual inflation adjustment is one of the program’s most valuable features. But it’s time to adjust the adjustment.
by Dan Moisand
In many cases you'll be able to help clients get more in benefits if you understand how they can collect on their former spouses' work records, says columnist Dan Moisand.
by
Reuters
A growing number of seniors are discovering the federal government plans to take part of their Social Security benefit to pay off delinquent student loans, tax bills, child support or alimony.
by FA Staff
Most women take Social Security too early, despite the fact that they live longer than men, Nationwide Financial says.
by
Karen DeMasters
Couples often do not understand they can file for Social Security benefits on their spouse's earnings record, says a retirement specialist.
by
Ted Knutson
The Senate Finance Committee Chairman told a panel that an automatic government-sponsored IRA for workers not covered by an employer pension plan is worth considering.
by
Dan Moisand
Financial planners do clients a great service by helping them assess various housing choices, says columnist Dan Moisand.
by Karen DeMasters
A typical American couple may be leaving up to $250,000 on the table in Social Security earnings due to a lack of knowledge about when to take benefits.
by
Robert M. Black
More financial advisors should become familiar with these strategies to get clients the most in benefits, says this advisor.
by
Karen DeMasters
Financial advisors are solving portfolio withdrawal worries for more people who find themselves unemployed in their early 60s, before Medicare and full Social Security kick in.
