Social Security Administration

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  Economic Mobility Better in Northeast, Worse in South

  By Michael S. Fischer  |  May 10, 2012

  Location matters. If you live in the Northeast, you’re more likely to enjoy more upward and less downward mobility than the nation as a whole, Pew’s Economic Mobility Project said.

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  NAPFA Goes to Chicago for Biggest-Ever Annual Conference

  By Joyce Hanson, AdvisorOne  |  May 7, 2012

  NAPFA's biggest-ever national conference, from May 8 to 11 in Chicago, will tackle topics such as practice management, alternative investing strategies, tax planning and more.

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  Social Security Trustees Will Report Large, Growing Surplus: Advocacy Group

  By Melanie Waddell, AdvisorOne  |  April 19, 2012

  The Strengthen Social Security Campaign predicts that the annual Social Security Trustees Report due April 23 will say eligible Americans can count on benefits "for the next century and well beyond."

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  IRS’ 5 Tax Tips for Newlyweds, Divorcees

  By Marlene Y. Satter, AdvisorOne  |  March 12, 2012

  If your client has just gotten married or divorced, the last thing you want is for something to further complicate tax returns, or throw a snag into the processing of a refund.

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  Social Security Secret: Advisor’s Dogged Pursuit Bears Fruit for Clients

  By Gil Weinreich, AdvisorOne  |  March 5, 2012

  How Evensky Katz advisor Brett Horowitz pursued answers from the Social Security Administration to confirm a little-known filing procedure that greatly benefits recipients.

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  Social Security Secret: How to Add Thousands to Retired Clients’ Incomes

  By Gil Weinreich, AdvisorOne  |  February 29, 2012

  Evensky Katz advisor Brett Horowitz reveals how extra income can be gained by applying little known Social Security Administration rules.

• The Annuity Puzzle

  By Bob Seawright, Madison Avenue Securities  |  February 1, 2012

  Since at least 1965 and the seminal research of Menachem Yaari, economists have recognized that retirees should convert far more of their assets into an income annuity at retirement than they do

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  Sen. Reid: Payroll Tax Cut Deal or Bust

  By Melanie Waddell, AdvisorOne  |  December 7, 2011

  As the battle rages on in Washington over whether to extend the payroll tax cut next year, Senate Majority Leader Harry Reid, D-Nev., said Wednesday that 'we aren’t going home until we finish this.'

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  Social Security Reform Proposal From 2010 Gets Second Look

  By Danielle Andrus, AdvisorOne  |  December 7, 2011

  Following the supercommittee’s failure to make recommendations on how to reduce the deficit, the Urban Institute released on Monday a paper analyzing the potential effects of the Commission’s recommendations should they be enacted.

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  The Great Retirement Rethink

  By Ellen Uzelac  |  October 26, 2011

  Retirement was once such a tidy thing. You worked, you saved, you retired. Not anymore. As an affluent investor in a new study by Hearts & Wallets puts it: “I don’t think retirement is the buzzword it once was. ‘Okay, yeah right, retirement. Okay, yeah right, I’ll win the lottery.’...