Financial Insititutions Section

In case you missed them, here are some recent interesting financial planning news items from around the web, including retirement planning tips for tax clients and hard financial lessons learned from the government shutdown.

A new Risk Alert publication issued by the SEC’s Office of Compliance Inspections and Examinations (OCIE) encourages advisers to “review their risks, practices, policies, and procedures regarding electronic messaging.”

Amid elevated volatility and concerns about an economic slowdown, Americans say that politics presented the most worrisome threat to their well-being, according to a recent survey by Allianz Life.

In case you missed them, here are some recent interesting financial planning news items from around the web, including how to avoid an IRA tax bomb and teaching kids about money and stocks.

More than 62 million Americans receive Social Security benefits, and the money that they receive every month goes a long way toward supporting their financial needs. With benefits available either for retirees or those who become disabled, Social Security plays a vital role in protecting people from financial hardship. Every year, Social Security changes somewhat, with many provisions getting updated on an annual basis. Here are changes happening over the coming year.