Why this tax season could bring some nasty surprises

February 27, 2014 | Runtime: 1:28

Upper income taxpayers may face new or higher taxes and see fewer deductions on their returns this year. InvestmentNews Contributing Editor Mary Beth Franklin highlights what you need to know.

The magic age for unlocking Social Security benefits

February 11, 2014 | Runtime: 1:08

Retirees can file and suspend or restrict claims for spousal benefits only once they reach this age. InvestmentNews Contributing Editor Mary Beth Franklin explains.

Ways to mitigate Medicare costs

February 11, 2014 | Runtime: 2:59

Signing up for Medicare not only affects your Social Security benefits, but can also cost you more depending on your income. InvestmentNews Contributing Editor Mary Beth Franklin reports.

How same-sex couples can protect their Social Security

February 10, 2014 | Runtime: 1:34

The Supreme Court's decision to strike down the Defense of Marriage Act was a game changer for same-sex couples and Social Security. Here's what those couples should think about next depending on the state in which they live.

The most powerful Social Security claiming strategy

February 10, 2014 | Runtime: 2:23

Filing and suspending Social Security at full retirement age lets your benefits increase and preserves your right to a lump sum payout. Find out who InvestmentNews Contributing Editor Mary Beth Franklin says the strategy works best for.

Secrets for claiming retroactive Social Security benefits

February 10, 2014 | Runtime: 2:02

How far can you go back to request a retroactive lump sum payout from Social Security? The answer to that question could have a huge impact on retirees' wealth, reports InvestmentNews Contributing Editor Mary Beth Franklin.

How to solve the most common Social Security riddle

February 10, 2014 | Runtime: 3:02

Married couples cannot simultaneously claim each others' spousal benefits, but another strategy could result in tens of thousands of dollars more in benefits per year. InvestmentNews Contributing Editor Mary Beth Franklin explains.

Advisers: Take your practice to the next level

February 04, 2014 | Runtime: 0:40

With just a little help from InvestmentNews. Coming soon: Practice Makeover, a new InvestmentNews video series that will help advisers transform their businesses and boost their bottom lines.

How technology can help advisers create unique client experiences

January 29, 2014 | Runtime: 2:08

Ryan Reineke of Cambridge Investment Research on how wealth managers can leverage technology to create flexible and unique experiences for clients.

Client access to information has changed the adviser paradigm

January 29, 2014 | Runtime: 5:29

Rob Dearman of National Planning Holdings describes how investors are rapidly adopting technology, meaning advisers must build and deploy the best tech tools possible to best serve this evolving client base.

videos 11-20 of 202

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