Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security Retirement Age Must Stay Put: House Resolution
By Melanie WaddellHouse Democrats have introduced a measure voicing their opposition to any increase, citing Trump's promise.
August 12, 2025
Social Security 2026 COLA Estimate Rises to 2.7%The cost-of-living adjustment has risen for six months in a row, with headlines pointing to growing pressure from tariffs.
August 07, 2025
Senator Looks to Hold Hearing on Social Security Investment FundSen. Cassidy's plan will "protect promised benefits, save the program, and can pass Congress," he tells ThinkAdvisor.
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.