Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Just 10% of Seniors Are OK With Their Social Security Checks: Report
By John ManganaroMost older adults are still feeling the effects of inflation spikes from the early 2020s, a recent poll finds.
August 05, 2025
New Tax Law Speeds Up Social Security Depletion: Chief ActuaryThe old-age trust fund will run dry a year earlier, in 2032, according to a nonpartisan analysis.
August 05, 2025
New Bill Requires Congress to OK Social Security ChangesThe Hands Off Our Social Security Act would mandate congressional approval of any benefits or service adjustments.
August 05, 2025
Why Some Wealthy Clients Should Claim Social Security EarlyAsh Ahluwalia has helped many wealthy couples optimize, not maximize, their benefit claiming decisions — and the distinction matters.
July 31, 2025
Democrats Assail Bessent on 'Privatizing' Social Security RemarkThe Treasury secretary is under fire for discussing "Trump accounts" as being a "backdoor for privatizing Social Security."
July 30, 2025
Social Security Seeks to Limit Phone Services — AgainThe proposed change would result in 3.4 million more people visiting field offices each year, the agency estimates.
July 25, 2025
9 States Where Retirees Are Least Likely to Outlive Their SavingsThese top-ranked locations combine decent nest eggs with a manageable cost of living, a Seniorly analysis finds.
July 24, 2025
New Bill Allows Employer Contributions to ABLE AccountsThe legislation would permit tax-free contributions to special savings accounts for the disabled.