Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
October 10, 2024
Social Security's 2025 COLA Helps, but Seniors Still Face Cost-of-Living CrisisOne analyst observes that the 2.5% monthly benefit increase, while welcome, won't even cover a week of groceries.
October 10, 2024
Social Security COLA for 2025 Set at 2.5%The annual COLA is based on inflation data for the third quarter, through September.
October 02, 2024
Clients Waiting Until 70 to Claim Social Security? 3 Bits of Friendly AdviceAs clients get ready to claim benefits, there are some hidden dots to connect.
October 02, 2024
The 12 Worst States for Older Adults' Life Expectancy LossesNew CDC data shows how much time the pandemic, addiction and related problems robbed from Americans in 2021.
October 01, 2024
Here's How Much Fixing Social Security Could Cost Your ClientsAffluent couples could lose nearly $1 million in benefits if Congress doesn't act, Ron Mastrogiovanni warns.
September 30, 2024
New Bill Creates $5,000 Investing Accounts for Every ChildAmerican Dream accounts would be invested in index funds and managed by the Social Security Administration.
September 27, 2024
4 Big Takeaways From a Year of PodcastingI talked to an array of experts about annuities and the tricky challenges of retirement income planning.
September 26, 2024
New Bill Increases Social Security Death BenefitThe bill would adjust the lump-sum payment for the first time in 70 years.
September 25, 2024
Mystified by the Social Security Administration? Here's an Inside LookFrom headlines about the Social Security program's funding to questions about disability benefit delays, there's much to unpack.
September 25, 2024
What Raising Retirement Age to 69 Would Do to Social SecurityRaising the retirement age to 69 would result in an average yearly benefit reduction of about 13%, CBO finds.