Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Don't Get 'Too Fancy' When Protecting Portfolios From Inflation: Finke
By Dinah Wisenberg Brin"I have a very, very good inflation hedge in my human capital," David Blanchett said.
November 04, 2022
Manchin Wants Deal on Social Security, Medicare and DebtSome trust funds that support the programs could run out of money in the next 12 years, which would trigger benefit cuts.
November 03, 2022
Social Security COLA Could Have Surprising Tax EffectsSocial Security taxation doesn't change with inflation, but tax brackets do. This can produce unusual results.
November 01, 2022
Why Clients Want to Claim Social Security Early, and What Advisors Can DoWhile some truly need the money, many others have issues an advisor could address, Joel Schiffman of Shroders says.
November 01, 2022
Social Security COLA: What Clients Don't Know Could Lead to a Claiming MistakeI've gotten calls from advisors whose clients want to claim benefits early to avoid missing out. Here's what I tell them.
October 25, 2022
How 4 Generations Think Differently About RetirementBoomers, Gen X, millennials and Gen Z share many of the same dreams for retirement, but they're haunted by different fears.
October 25, 2022
Here's How Much Americans Think They'll Need for a Comfortable RetirementThe number rose 20% from 2021 as average retirement savings fell, according to Northwestern Mutual.
October 25, 2022
Cato Scholar Makes Case for Means-Testing Social SecurityA Brookings economist balked at this idea, but the two scholars suggested some potential fixes with bipartisan support.