Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How Concerned Should Advisors Be About Social Security Cuts? Very.
By Marcia MantellIt's not too early to discuss what a depleted trust fund in 2033 would mean for clients.
December 02, 2025
House Passes Social Security Claiming BillThe legislation updates language used by the Social Security Administration to describe when American workers can claim benefits.
December 02, 2025
Social Security Claiming: The Case of the Big Age GapCouples with a significant difference in their ages have a strong incentive to be strategic while accessing benefits.
December 01, 2025
The 'Natural Next Step' to Better Social Security Claiming DecisionsLifespan estimates tailored to individual factors can significantly optimize clients' strategies, Jeremy Ko’s research suggests.
November 26, 2025
New Bill Eases Restrictions on Social Security Survivor's BenefitsOne provision of the SWIFT Act would eliminate the benefit cap for those whose deceased spouse claimed early.
November 25, 2025
How to Plan for Single Clients in the Decade Before RetirementThose who are divorced, widowed or never married can face planning challenges that married clients don't.
November 25, 2025
Who Wants to Work After Claiming Social Security?Staying employed after starting benefits serves different purposes for different groups, a new report finds.
November 18, 2025
Financial Pros and Clients Talk Past Each OtherThe communication gaps center on health care costs, retirement readiness and annuity knowledge, according to LIMRA.