Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Retirement Expenses Are Too Hard to Predict
By Teresa GhilarducciWith the DIY nature of retirement planning, too many people outlive their savings or hoard money they should be spending.
July 13, 2022
6 Investing Ideas to Hedge Against InflationChristine Benz and David Blanchett talk through the upsides and downsides of some popular inflation-fighting options.
July 13, 2022
Social Security COLA Estimate Rises to 10.5% for 2023 as Inflation Accelerates in JuneAs the June BLS report shows 9.1% inflation from a year ago, a senior advocate warns rising Social Security benefits carry hidden costs.
July 12, 2022
Married Women Lost Most of Their Retirement Income Edge: StudyMeanwhile, never-married women's expected earnings replacement rate has increased, Alicia Munnell and colleagues say.
July 08, 2022
Estate Planning for LGBTQ+ Couples: What to Discuss With ClientsHere are the key considerations LGBTQ+ couples should discuss, whether they are legally married or not.
July 08, 2022
Social Security Woes Could Cost a Millennial More Than $500,000: HealthView ServicesMillennials who haven't factored Social Security problems into retirement planning may need to cut post-retirement spending.
June 30, 2022
Avoiding Nasty Surprises in Roth IRA Conversions: A Case StudyUnderstanding how MAGI, Medicare and Social Security come together could save this client from a costly mistake.
June 30, 2022
Now What? Advice for Retiring Into a RecessionThere's no easy, one-size-fits-all answer, but there are some ways to prepare and things to keep in mind when making key decisions.