Feb 09, 2025 View in Browser

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Retirement Report

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Case Study

Social Security Claiming: The Case of the Sole Breadwinner

By John Manganaro

Just because one spouse earned all the income doesn't mean a couple shouldn't carefully coordinate their claiming strategy.

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News

DOGE Access to Social Security Payments Raises Alarm

By Melanie Waddell

Sen. Ron Wyden is fuming over news that Elon Musk's team has access to Treasury's payment systems.

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Slideshow

12 Worst States for Retirement: 2025

By Michael S. Fischer

These states fall short on critical metrics of affordability, health care and quality of life, according to WalletHub.

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News

SSA Answers Social Security Fairness Act Questions

By Melanie Waddell

A Q&A from the agency answers questions on applying for retirement, spousal or survivors' benefits.

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News

Orion-Pontera Integration Connects Advisors With Clients' Retirement Accounts

By John Manganaro

The solution enables the rebalancing of clients' retirement accounts within Orion's trading platform.

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News

What's Changed With Retirement Policy in Two Years of Secure 2.0?

By John Manganaro

Join professors Robert Bloink and William H. Byrnes on Feb. 19 to get up to speed.

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Resources

The Ultimate Retirement Inventory Checklist

Sponsored by: Commonwealth Financial Network

Confidently guide your clients through the complexities of retirement planning. This checklist is designed to help you assess your clients’ retirement health and uncover every resource to maximize their retirement potential.

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ON DEMAND

The Future of HNW Success: 2025 Investment and Planning Trends

Sponsored by Orion

Join our expert panel to gain actionable insights into how the HNW and UHNW markets are evolving and what it means for your practice.

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