Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
12 States Most at Risk From Projected Social Security Insolvency
By Michael S. FischerThese locations, a report finds, would take the biggest hit on a 24% benefits cut upon the trust fund's exhaustion.
July 23, 2026
Is 'Mini Retirement' the Next Big Thing?Not many Americans, MassMutual finds, have taken an extended break to rest, reset or pursue personal passions or goals.
July 20, 2026
PRO
How the New Retirement Fear Index Could Help You Serve ClientsThe composite measure from David Conti benchmarks the evolving concerns of many retirees and pre-retirees.
July 20, 2026
New Bill Expands Social Security Survivors' BenefitsThe Surviving Widow(er) Income Fair Treatment (SWIFT) Act loosens some benefit rules for widows, widowers and surviving divorced spouses.
July 15, 2026
New Bill Would Force Congress to Act on Social SecurityThe Promise Act would start "the process of preserving promised benefits," according to Sen. Bill Cassidy.
July 14, 2026
Social Security 2100 Act ReturnsThe revised bill eliminates the payroll tax wage cap, among other changes to the program.
July 14, 2026
Social Security COLA Could Be 3.8% in 2027The cost-of-living adjustment for 2027 is still expected to be higher than this year's.
July 13, 2026
How to Help Clients Fund the Retirement Life They Truly WantThe gap between what clients say they want and what they need is where most retirement conversations go wrong.