Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security COLA Estimate for 2025 Drops to 3%
By John ManganaroThe new COLA projection is based on the latest CPI data, which showed inflation cooled in May.
June 06, 2024
8 Reasons Retirement Has Gotten Harder for the Affluent: Michael FinkeFinancial planning clients generally live longer than the average American, adding to the financial strain of retirement.
June 04, 2024
A Conversation with Bipartisan Policy Center Chief Economist Jason FichtnerCome 2025, the Social Security system will be in its 90th year of operation, and in many ways, the key federal retirement income insurance program is showing both its age and its continuing importance to the U.S. retirement landscape.
May 31, 2024
Good Options for 'Saving' Social Security Are Disappearing Fast: Alicia MunnellThe choices get harder the longer lawmakers wait, the Center for Retirement Research director warns.
May 28, 2024
Social Security Claiming: The Case of the Widowed Late BoomerCarl's wife died with a substantial earnings history. When should he claim his benefits?
May 23, 2024
How Worrying Is the New Social Security Trustees Report?Congress should act now to shore up the program as the funding shortfall won't self-correct, actuaries say.
May 15, 2024
Social Security COLA Estimate for 2025 Climbs Again to 3.2%Prices rose 3.4% from 12 months ago, new CPI data shows.
May 09, 2024
Social Security Claiming: The Case of the 11-Year Age GapIn this couple, the wife is not only much younger but expected to live longer. How can they optimize their benefits?