Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Social Security COLA Disappoints Senior Groups (Again)
By John ManganaroThe anticipated monthly benefit boost of $56 failed to impress groups like the AARP and Social Security Works.
October 22, 2025
What Clients Get Wrong About Social Security May Surprise YouAdvisors shouldn’t be concerned about patronizing their clients when it comes to teaching them about Social Security mechanics.
October 17, 2025
6 Signs Baby Boomers Are Facing Big Retirement ChallengesA new Vanguard report paints a worrying picture of the generation’s prospects for a stable retirement lifestyle.
October 16, 2025
A New Plan to Shore Up Social Security: Employer Compensation TaxThe funding solution would be imposed on each employer’s total compensation costs rather than each worker’s pay.
October 16, 2025
Most Retirees Want to Front-Load Their SpendingThat means the constant real spending assumed by the 4% rule isn't what the majority of retirees prefer.
October 15, 2025
Even a Shutdown Can’t Stop the Social Security COLAMartha Shedden, who heads an advocacy organization, sees encouraging signs in an otherwise worrying political situation.
October 10, 2025
Social Security 2026 COLA, September CPI to Be Announced Oct. 24 Despite ShutdownThe September jobs report and October data collection are still halted.
October 10, 2025
BLS Recalls Staff to Ready Inflation Report Needed to Set Social Security COLAThe department wants to publish the September CPI report by month-end.