Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Groups Blast GOP Budget Over 'Death Panel' for Social Security
By Melanie WaddellA draft budget resolution proposes a debt commission that could recommend Social Security and Medicare cuts.
September 13, 2023
Social Security COLA 2024 Estimate Rises to 3.2%The estimates follow an 8.7% cost-of-living increase in 2023.
September 08, 2023
FINRA Bars Ex-Schwab Broker for Taking Clients' Social Security ChecksThe former broker gave clients his own account number instead of theirs, FINRA said.
September 05, 2023
Why Even Wealthy Clients Should Delay Social Security: Jamie HopkinsThe Carson Group executive describes the impact waiting can have on maximizing wealth and minimizing risk.
August 25, 2023
Nikki Haley Floats Raising Retirement Age to Curb Rising Debt"We change retirement age to reflect life expectancy instead of cost of living increases," the Republican presidential candidate said.
August 23, 2023
10 'Good News, Bad News' Social Security Survey FindingsGood and bad, these stats underscore clients' need for advisors' help with Social Security decisions.
August 14, 2023
Here's the Size of Social Security Cuts if Congress Doesn't Act Soon: CRFBThe 70 million retirees, dependents and survivors collecting benefits could face steep cuts as soon as 2033.
August 10, 2023
Social Security COLA 2024 Estimate Holds Steady at 3%A COLA of 3% would raise the current average monthly benefit by nearly $54.