Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Should Social Security Benefits Be Capped?
By Melanie WaddellThe Committee for a Responsible Federal Budget is calling for a limit based on marital status and claiming age.
March 23, 2026
BlackRock's Fink Says AI Threatens to Leave Masses Behind Unless They InvestDiversifying the investments in the Social Security trust fund could help, he suggests in his annual investor letter.
March 18, 2026
Wade Pfau: Watch Out for These Tax Pitfalls in Clients' Retirement PlanningProper tax planning can mean hundreds of thousands more dollars for clients in retirement, the professor tells ThinkAdvisor.
March 16, 2026
Senators Raise Alarm About Inexperienced Social Security Staff Fielding Suicide CallsLegislators want answers from the agency's commissioner about troubling staff reassignments and ongoing customer service issues.
March 12, 2026
Social Security Probes New Claim of DOGE Data BreachA whistleblower has accused a former DOGE employee of illegally copying two SSA databases, The Washington Post reported.
February 19, 2026
How Working in Retirement Affects Social Security, MedicareWhile the benefits of continuing to work often outweigh any resulting financial complications, prepare clients for these issues.
February 13, 2026
Think You Can Fix Social Security? It's Gotten Harder.A tool that lets users try their hand at Social Security reform has been updated, and the numbers aren't pretty.
February 13, 2026
Social Security 2027 COLA Estimated at 2.8%An increase at this level "would only exacerbate seniors' financial stress," said Shannon Benton of The Senior Citizens League.