Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Why 'I've Hit My Number' Is a Lousy Reason to Retire: Christine Benz
By Dinah Wisenberg BrinThis statement should set off alarm bells, especially with a stock-heavy portfolio, Morningstar's retirement planning director says.
June 23, 2026
Retiring This Year? Prepare for a Decade of Disappointment in Stocks: FinkeAlso, high inflation in early retirement can hit as hard as a market downturn, the American College professor suggests.
June 18, 2026
PRO
How to Avoid the Most Common Social Security Survivor Benefit MistakesA common advisor error involves instructing widows and widowers to wait until 70 to collect benefits.
June 18, 2026
The Real Risk Isn't Social Security Insolvency. It's How Clients React to It.Advisors have an opportunity to guide retirees and pre-retirees toward something more valuable: perspective.
June 16, 2026
New Bill Phases Out Social Security Payroll Tax CapThe Strengthening Social Security Act would also increase widow and widower benefits.
June 15, 2026
'Social Security Is Not Going Away,' Industry Veteran Tells AdvisorsA recent webinar addressed financial professionals' concerns over the program trustees' annual report.
June 15, 2026
7 New Social Security Bills in Congress NowLawmakers continue to float new fixes to the trust fund shortfall and the agency's staffing challenges.
June 12, 2026
PRO
Avoiding Tax, Social Security and Medicare Pitfalls of UnretirementReentering the workforce after retirement is more common than many people think, and it presents distinct planning challenges.