Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How to Keep Client Couples' Simultaneous Retirements From Going Wrong
By Rob BurgessCouples who leave the workforce at the same time may be surprised when expectations don't meet reality.
May 12, 2026
Sharply Higher Social Security COLA Expected for 2027Rising gas prices pushed one new estimate for retirees' annual raise to 4.2%, up from 2.8% this year.
May 01, 2026
Tax and Retirement Issues to Watch for in 'Gray Divorce'For advisors, retirement accounts, home sale exclusions and Social Security benefits are all worth considering.
May 01, 2026
Medicare Portal Exposed Providers' Social Security Numbers: ReportThe database was created by the Centers for Medicare and Medicaid Services to help seniors look up medical providers.
April 24, 2026
Debate: Should Social Security Benefits Be Capped at $50K Per Person?A proposed change would limit annual payments to $100,000 per couple or $50,000 per single taxpayer.
April 24, 2026
How Advisors Can Protect Clients In Cognitive DeclineExperts say being proactive before problems arise can help ensure retirement security.
April 14, 2026
Social Security COLA Projected to Jump to 3.2% for 2027Sharply rising gas prices are driving the biggest monthly inflation jump since 2022, says Mary Johnson.
April 09, 2026
New Bill Reverses Social Security Staff CutsThe Social Security Customer Service Act requires at least 75% of new hires to serve in customer service roles.