Social Security Survivor Benefits: What Advisors Should Know

Paul Norr
August 18, 2014

Survivor benefits have some unique rules that separate them from the rest of the program.

Key Steps to Breaking Away

Shirl Penney
June 30, 2014

Advisors can avoid risks and find success in breaking away to independence, says Shirl Penney, founder of Dynasty Financial Partners.

Time to Change Firms? 5 Steps to Take

Tom Daley
June 18, 2014

Dedicating enough time and conducting the proper amount of due diligence is the best way to ensure where you're going is a better fit than where you've been.

Social Security: Complexity Can Trip Up Even Program's Own Reps

Paul Norr
June 17, 2014

Local Social Security workers are not necessarily trained in, nor are they able to evaluate, complicated strategies and long-term projections.

Social Security: Senator Outlines Possible Fixes

Paul Norr
June 4, 2014

Suspending the payroll tax for people over 65 would decrease total government receipts, yet make it easier for older adults to work.

Selecting a Trustee? 3 Factors to Consider

Tracy Craig
May 29, 2014

Because a trustee will have control over assets, choosing the wrong trustee can thwart a client's best laid plans.

Social Security: How a Government Pension Reduces Benefits

Paul Norr
May 12, 2014

For clients who are public sector employees, a government pension could mean a reduction in spousal Social Security benefits.

Leaving Your Firm? Do the Math First

Mark Albers
April 23, 2014

While money may not always be an advisors' number one consideration when deciding to switch firms, it almost always becomes an emotionally charged issue. Here's what to think about.

Reverse Mortgages: What Advisors Should Know

Paul Norr
April 21, 2014

If you think that reverse mortgages are only for cash-strapped retirees without any other financial options, think again.

Estate Planning for Pets: 6 Rules

Tracy Craig
April 21, 2014

A pet trust can dictate the type of care a pet will receive after its owner is gone and supply funds for that care.

Social Security: Government Workers' Benefits May Be Smaller Than Expected

Paul Norr
April 14, 2014

Retirees who have been government workers or whose spouses have been government workers may be in for a surprise when they file for Social Security retirement benefits.

Social Security Deficit: Fact or Fiction?

Paul Norr
March 26, 2014

While headlines suggest that the Social Security system is running deficits, the truth is a bit more nuanced. For one thing, investment income is often ignored.

8 Tax Changes Advisors Should Know About

Robert A. Fishbein
March 24, 2014

Here are some of the most significant tax law changes to keep in mind this year as advisors prepare 2013 income tax returns and start planning for next year.

Social Security Strategy: Cost of File & Suspend

Paul Norr
March 16, 2014

Though the cost to the system of "file and suspend" and "claim now, claim more later" filing strategies is modest, Congress will eventually be forced to look for ways to align future balance sheets as the Social Security trust fund gets spent down.

New Ways to Change 'Irrevocable' Trusts

Tracy Craig
March 13, 2014

Many states have updated their trust laws, providing simpler techniques to help trustees deal with the challenges of irrevocable trusts.


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