Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Claiming Social Security: Too Many Think It's 'as Simple as Flipping a Switch'
By Katie Kuehner-HebertHalf of respondents with a financial professional said they didn't discuss Social Security, and two thirds said they'd switch to one who could.
July 13, 2021
Here's What Drove Inflation, Social Security COLA Estimate Higher in JuneCertain products pushed inflation higher this month, and not all observers agree that the increase is transitory.
July 13, 2021
Social Security COLA Estimate for 2022 Raised to 6.1%The latest estimated cost-of-living adjustment reflects a 5.4% increase in the consumer price index for the past 12 months.
July 12, 2021
New Bill Would Change How Social Security COLAs Are CalculatedUnder the Fair COLA for Seniors Act of 2021, the Consumer Price Index for the Elderly would be the basis for annual adjustments.
July 12, 2021
The Delayed Retirement CrisisThis massive problem throws financial ― and employer ― lives out of orbit.
July 10, 2021
Biden Fires Social Security Administration ChiefThe term of Trump appointee Andrew Saul was set to expire on Jan. 19, 2025.
July 06, 2021
5 U.S. States Where COVID-19 Slashed Birth RatesIn these states, the pandemic has had a profound effect on population age distributions.
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.