Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
5 Ways to Calm Your Clients' Social Security Fears
By Sri ReddyOne way to ease income planning conversations is to clear up confusion about public benefits.
August 02, 2022
Lawmakers Renew Push for Social Security 2100 Bill PassageRep. John Larson says markup and a vote on the bill could come after the August recess.
August 01, 2022
Millennials Are In for a Big Social Security Planning SurpriseThey will likely face a cut in benefits, but closing the gap is more achievable than they might think.
July 29, 2022
8 Things Your Clients Might Not Know About Social SecurityWith 2,278 guidelines in the Social Security Handbook, it's no surprise clients need your advice.
July 29, 2022
Mental Health Could Have Major Impact on Social Security Trust FundIf disability claims spike in the pandemic's aftermath, retirement funds might be needed to cover the shortfall.
July 26, 2022
8 Retirement Planning Points for Couples With a Large Age GapA sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.
July 25, 2022
Death of Roe v. Wade Is Causing Financial Pain, a Doctor and Advisor SaysWomen denied abortions often have reduced earning potential for life, former ER physician Carolyn McClanahan tells ThinkAdvisor.
July 22, 2022
Retirement Expenses Are Too Hard to PredictWith the DIY nature of retirement planning, too many people outlive their savings or hoard money they should be spending.