Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Underestimating Inflation Is a Big Retirement Mistake
By Kenneth Van LeeuwenAdvisors should test their clients' financial plans against prolonged periods of 5% to 6% inflation.
March 14, 2022
10 Top Retirement Bills Introduced in 2022They affect retirement benefits for part-timers and COVID-19 emergency service workers and would tweak Social Security.
March 11, 2022
New Findings on What Current, Future Retirees Want From AdvisorsAn IRI survey teased out what advisors should know about these investors' worries and preferences.
March 10, 2022
2023 Social Security COLA Estimated at 7.6% as CPI Keeps RisingMary Johnson of The Senior Citizens League sees inflation continuing and those on fixed budgets hurting.
March 10, 2022
10 New Retirement Planning Charts to Share With ClientsJ.P. Morgan Asset Management's Guide to Retirement provides some conversation starters for advisors.
March 09, 2022
New Mexico Eliminates Social Security Taxes for Many SeniorsThe governor has signed a bill eliminating state taxes on benefits for those under certain income thresholds.
March 03, 2022
Female Investors Become More Proactive in Financial PlanningCOVID-19 has significantly influenced how women viewed their finances, a Nationwide Retirement Institute study found.
March 01, 2022
Social Security Benefits Are Taxed? Ouch!New retirees often find themselves in a higher tax bracket than they expected.