Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
6 Reasons the Economy Isn't Going to Crash Anytime Soon: Greg Valliere
By Melanie WaddellAGF Investments' chief U.S. strategist has some reminders for panicky investors.
July 16, 2021
Claiming Social Security: Too Many Think It's 'as Simple as Flipping a Switch'Half 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 15, 2021
Biden's Payroll Tax Hike Plan: Beyond the Donut HoleWhile this plan has received little discussion in Washington lately, forewarned is forearmed for your high-earning clients.
July 15, 2021
5 Ways to Use Social Security's New Statements to Help Your ClientsA new graphic illustrating the effects of claiming at nine different ages makes a handy tool even handier, Jeffrey Levine and others say.
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.