Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
How to Help Clients With Make-or-Break Social Security Claiming Decisions
By John ManganaroThe first step happens before retirement, registered Social Security analyst Nicole Birkett-Brunkhorst says.
May 10, 2023
Social Security COLA Outlook Uncertain Amid Inflation, Recession RiskA 0% COLA remains possible, policy analyst Mary Johnson says.
May 10, 2023
Social Security Clawback Nightmare Hints at Far Bigger Problems: KotlikoffThe economist doesn't mince words on the state of the system — or advisors' failure to navigate it.
May 10, 2023
10 Retiree Costs That Have Risen Most Since 2000The cost of goods and services bought by typical retirees shot up by 141% as Social Security benefits rose 78%.
May 10, 2023
Social Security COLA Estimated at 3.1% for 2024The estimate reflects a 4.9% jump in prices in April from a year ago, according to The Senior Citizens League.
May 02, 2023
Top 10 Things Near-Retirees Get Wrong About Social SecurityMassMutual gave 55- to 65-year-olds a Social Security quiz. Here are the most-missed questions.
May 02, 2023
How to Prep Clients for Social Security Claiming Choices, Possible CutsMary Beth Franklin and Mark Miller discuss how to help clients make the most of their Social Security benefits.
April 27, 2023
5 Surprising Things Actuarial Experts Say About Social SecurityOne insight from the actuaries: Dying early is not always helpful.