Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
A Retiree With $5 Million Lived on $100,000 a Year. Here's What Changed.
By Dinah Wisenberg BrinAdvisor Charley Corbett helped the retired executive fill crucial planning gaps so she could enjoy her wealth.
August 31, 2026
PRO
What to Tell Clients About Social Security, Medicare Today: Marcia MantellThe retirement consultant lays out the critical issues advisors should be discussing with clients about these benefit programs.
August 12, 2026
Social Security COLA Could Be 3.6% in 2027The CPI-W rose 3.4% in July from a year earlier.
August 07, 2026
PRO
How Husbands' Early Social Security Claims Can Put Widows at RiskCouples who time their claims without considering survivor benefits are "asking the wrong question," an advisor says.
August 07, 2026
PRO
Why 'Breakeven' Framing for Social Security Claiming May Be 'Deeply Misguided'The way the decision is presented to retirees "dramatically shapes the decisions they make," economist Jeffrey R. Brown says.
August 06, 2026
Nearly Half of This Social Security Benefit Goes UnclaimedForty-five percent of eligible children don't get survivor benefits, but advisors can help.
August 05, 2026
Social Security Commission Would Be a Waste of Time, Groups SayA retiree advocate says trying to fix the system through a bipartisan panel creates "serious risks."
August 05, 2026
13 States Don't Tax Retirement Income. Should Clients Move?The process — and the real tax differences between states — can be less straightforward than clients expect, advisors say.