Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near Retirement
By Roger WohlnerLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 19, 2023
Senate Confirms O'Malley as New Social Security CommissionerThe former Maryland governor has said that Social Security faces a "customer service crisis."
December 13, 2023
Gen Xers Fret About Retirement Savings GapWith limited time to catch up, worry surrounds leaving the workforce, a Schroders survey finds.
December 11, 2023
8 Social Security Updates Advisors Need to Know for 2024Important earnings limits and benefit reductions have been adjusted, and three states have eliminated taxes on benefits.
December 08, 2023
9 Questions You'll Get at Holiday Parties in 2023After a few drinks, people might start asking you about markets, investments or becoming a client.
December 01, 2023
3 Interesting Social Security Questions Advisors Asked This YearSome clients have unusual circumstances, and their questions can take even the best advisors aback.
November 29, 2023
Here's How Long the CDC Expects Your Clients to Live NowThe new report shows U.S. adults still face a big decrease in expected years of life.
November 28, 2023
House Panel to Take Up Bill to 'Fast Track' Social Security CutsThe Budget Committee plans to review Wednesday the Fiscal Stability Act, which would set up a fiscal commission.