Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security COLA Projected to Jump to 3.2% for 2027
By Melanie WaddellSharply rising gas prices are driving the biggest monthly inflation jump since 2022, says Mary Johnson.
April 03, 2026
Trump $2.2T Budget Leaves Social Security Funding FlatThe fiscal proposal provides slightly less for the agency than the $14.9 billion requested by its commissioner.
March 26, 2026
New Bill Repeals Social Security Earnings TestWithholding a portion of benefits is unfair to older workers, the bill's sponsor argues.
March 23, 2026
BlackRock's Fink Says AI Threatens to Leave Masses Behind Unless They InvestDiversifying the investments in the Social Security trust fund could help, he suggests in his annual investor letter.
March 18, 2026
Wade Pfau: Watch Out for These Tax Pitfalls in Clients' Retirement PlanningProper tax planning can mean hundreds of thousands more dollars for clients in retirement, the professor tells ThinkAdvisor.
March 16, 2026
Senators Raise Alarm About Inexperienced Social Security Staff Fielding Suicide CallsLegislators want answers from the agency's commissioner about troubling staff reassignments and ongoing customer service issues.
March 12, 2026
Social Security Probes New Claim of DOGE Data BreachA whistleblower has accused a former DOGE employee of illegally copying two SSA databases, The Washington Post reported.
February 19, 2026
How Working in Retirement Affects Social Security, MedicareWhile the benefits of continuing to work often outweigh any resulting financial complications, prepare clients for these issues.