Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How to Help Clients Fund the Retirement Life They Truly Want
By Jeff JudgeThe gap between what clients say they want and what they need is where most retirement conversations go wrong.
July 06, 2026
IRS Launches Trump Accounts App, Allows Philanthropic Stock GiftsSocial Security is also updating guidance to hospitals to include enrollment information for parents of newborns.
June 29, 2026
PRO
What Blanchett, Finke Predict for Social SecurityIn our first ThinkAdvisor PRO Live webcast, the two retirement researchers debate the future of the program and what advisors can do to help clients.
June 23, 2026
Retiring This Year? Prepare for a Decade of Disappointment in Stocks: FinkeAlso, high inflation in early retirement can hit as hard as a market downturn, the American College professor suggests.
June 18, 2026
PRO
How to Avoid the Most Common Social Security Survivor Benefit MistakesA common advisor error involves instructing widows and widowers to wait until 70 to collect benefits.
June 18, 2026
The Real Risk Isn't Social Security Insolvency. It's How Clients React to It.Advisors have an opportunity to guide retirees and pre-retirees toward something more valuable: perspective.
June 16, 2026
New Bill Phases Out Social Security Payroll Tax CapThe Strengthening Social Security Act would also increase widow and widower benefits.
June 15, 2026
'Social Security Is Not Going Away,' Industry Veteran Tells AdvisorsA recent webinar addressed financial professionals' concerns over the program trustees' annual report.