Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
AARP Touts Popularity of Social Security, Medicare Amid TRUST Act Concerns
By Ginger SzalaThe senior advocacy group worries the proposed TRUST Act would be used to fast-track benefit cuts.
May 21, 2021
Why Delayed Social Security Claiming Is More Valuable Than EverAs your high-earning clients continue to live longer and longer, the benefits of delaying their claim increase.
May 18, 2021
How Differently Retirees, Pre-Retirees See the FutureSince 2002, Gallup polls have found that about 77% of retirees think they have enough money to live comfortably after they stop working vs. roughly 49% of those not yet retired.
May 18, 2021
Today's Top 3 Retirement Decisions: BenzAdvisors should help their clients review these key questions and then decide what answers make most sense, Morningstar's personal finance expert says.
May 13, 2021
Top 11 Fastest-Rising Costs for Older AmericansThe jump in inflation this past month could cause more pain for older clients.
May 13, 2021
Social Security Rolls Out New, Shorter StatementsThe new, shorter statement, tested on some web users, has a personalized graphic to illustrate the effects of delaying benefits.
May 12, 2021
Social Security COLA for 2022 Expected to Be Biggest Since 2009The estimate is based on a "highly unusual inflation jump," Mary Johnson of The Senior Citizens League says.
May 08, 2021
Social Security Sees Slowdown in Retiree Rolls Amid COVID DeathsThe number of people receiving benefits in March showed the smallest yearly gain since 2009.