Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Clients' Social Security, Medicare Worries Run High Ahead of Midterms: CFP Board
By Michael S. FischerCost pressures are driving some clients to make reactive decisions, a report finds.
September 17, 2026
Here's How Much Monthly Income Americans Think They'll Need to RetireMost non-retired Americans, Schroders finds, are not overly confident they'll replace at least 75% of their last paycheck.
September 15, 2026
PRO
Social Security Survivor Benefits: Claim Now, Switch LaterWith this strategy, a surviving spouse who hasn't yet claimed can receive income while letting their own benefit grow.
September 11, 2026
Social Security COLA Estimated at 3.5% for 2027The 2027 Social Security cost-of-living adjustment could be the biggest in three years, says analyst Mary Johnson.
September 10, 2026
PRO
Is a Social Security Lump Sum Right for Your Client?A big check now can come with reduced benefits later. But in certain client situations, there's no downside.
September 04, 2026
PRO
A Retiree With $5 Million Lived on $100,000 a Year. Here's What Changed.Advisor Charley Corbett helped the retired executive fill crucial planning gaps so she could enjoy her wealth.
September 03, 2026
New Bill Boosts Social Security Survivor BenefitsThe POWR Act would provide a surviving spouse a benefit equal to 75% of the couple's combined Social Security benefit.
September 02, 2026
Clients Who Claim Social Security Early Miss a Big Chance to Cut RMDsUsing a "bridge" strategy to delay claiming is more tax-efficient in the long term, NARSSA President Martha Shedden says.