Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How to Help Clients Maximize Social Security Benefits
By Jason Fichtner and Michael FinkeClaiming early can be tempting for retirees, who are worried about the solvency of Social Security.
February 01, 2021
Should Biden Forgive Student Loan Debt by Executive Order?Sens. Schumer and Warren want the president to use his executive powers to forgive $50,000 per student loan borrower.
January 21, 2021
Do 401(k) 'Bridges' Help Retirees Maximize Social Security?Retirement experts David Blanchett and Michael Finke weigh in on the study comparing automatic 401(k) drawdowns to annuities.
January 21, 2021
BlackRock Invests in Clarity AI: Tech RoundupSeparately, fintech platform iCapital Network agrees to buy the assets of AI Insight, an alternative investment education and compliance platform.
January 12, 2021
Social Security COLA: What's Working, What's NotThe way Social Security COLAs are calculated is a source of debate, but the benefits of inflation protection are not.
January 11, 2021
Jamie Hopkins on Annuities, the Secure Act and the Wave of Early Social Security ClaimsIn a video interview, Carson Group's head of retirement research tells ThinkAdvisor about the pandemic's deep ramifications for retirement planning.
December 28, 2020
Expect a Baby Bust in 2021The Brookings Institution sees 300,000 fewer births next year.
December 28, 2020
3 Social Security Changes Coming in 2021Also, check out three strategies for clients who must take benefits before their full retirement age.