Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
The Delayed Retirement Crisis
By Marthin De BeerThis massive problem throws financial ― and employer ― lives out of orbit.
July 01, 2021
How to Fine-Tune Your Client's Social Security Claiming StrategyA pre-retiree presented three scenarios for claiming spousal benefits. He understood most of the rules, but the devil's in the details.
June 30, 2021
Do Social Security COLAs Really Keep Up With Inflation?How the Social Security Administration calculates COLAs has become a topic of debate.
June 24, 2021
How Affluent Parents Are Teaching Their Children About Finances: BofAParents are committed to imparting more financial knowledge than they got growing up, a new study has found.
June 24, 2021
Wait Till 70 for Social Security? No Way, Say Most Americans: SurveySchroders surveyed pre- and post-retirees 45 and older and found that only 10% planned to wait until 70 to claim benefits.
June 24, 2021
Lawmakers Revive Annual Social Security Statement BillThe bill clarifies the requirement for SSA to mail an annual Social Security statement to all workers 25 and older.
June 24, 2021
The 2021 Retirement and Annuity Interactive AtlasHere are 10 online resources that can help you map out the future of income planning.
June 18, 2021
Voters of Both Parties Clamoring for Retirement Security: SurveyA majority of American voters across the political spectrum agree retirement security is a problem, the Economic Innovation Group has found.