Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Test Your Knowledge: The Social Security Trust Funds
By Emily HolbrookTake our quiz on how Social Security is funded and how a shortfall could affect your clients.
December 10, 2020
Could Bill Ackman's 'Birthright' Plan Make Every Retiree a Millionaire?The hedge fund manager proposed funding retirement by giving every American money at birth. Not so fast, retirement experts say.
December 10, 2020
Social Security Leadership Gets Thumbs-Down From StaffSurveys of both Social Security Administration rank-and-file and administrative law judges showed overwhelming disapproval.
December 08, 2020
Social Security Advocates Push for 3% COLA in 2021An emergency measure to increase the 2021 COLA from 1.3% could be included in a spending bill that must pass this month.
December 07, 2020
Social Security in 2021: States With the Biggest, Smallest ChecksWhat will the impact of next year's cost-of-living adjustment of 1.3% look like by state? Here are 10 states and their expected averages.
November 24, 2020
Investors Are Saving at Least 10% a Year for Retirement: SchrodersMany investors expect to retire as soon as they qualify for Social Security, the recent study finds.
November 22, 2020
The Social Security Trust Funds, ExplainedHow is Social Security funded? Is the program in trouble? What should advisors do?
November 19, 2020
Ex-Broker Charged With Murdering a Client in TexasPolice said they found evidence that Keith Ashley killed the client "in an attempt to gain control of his finances" and was running a Ponzi scheme.