Social Security Funding
The latest news and developments affecting Social Security funding, and how legislative moves may help or hurt the program.
July 08, 2022
Social Security Woes Could Cost a Millennial More Than $500,000: HealthView ServicesMillennials who haven't factored Social Security problems into retirement planning may need to cut post-retirement spending.
June 23, 2022
Beware the Social Security Income Replacement Cliff: Alicia MunnellMunnell, a top retirement researcher, read the Social Security trustees report. She has some notes.
June 10, 2022
Social Security COLA Estimate Set at 8.6% for 2023 as Inflation Rises in MayCPI rises to 8.6% over past 12 months, the largest since December 1981. Gasoline up 4.1% from April to May.
June 08, 2022
4 Ideas for Boosting Social Security, Medicare SolvencyOn a webinar led by the Committee for a Responsible Federal Budget, policy analysts shared their thoughts.
June 03, 2022
Why Social Security Looks 'Relatively Good' — for NowChief Actuary Steve Goss dug into the numbers, including inflation's impact on next year's COLA.
May 18, 2022
Retirement Pros Take On Inflation, 4% Rule at MorningstarChristine Benz, David Blanchett and Karsten Jeske discussed questions like whether retirees should spend less in a down market.
April 05, 2022
Cheat Sheet: 10 Social Security Facts Every Advisor and Client Should KnowHere's a guide for talking about Social Security with clients, even if you're not an expert.
March 31, 2022
Wade Pfau: TIPS and Annuities Good Bets When Inflation Is HighChanging the Social Security COLA index to CPI-E from CPI-W, the professor says, is "not a pressing need."
March 30, 2022
Christine Benz: How Retirees Should Invest to Fight InflationOlder clients may be feeling inflation's effects less than others, Morningstar's personal finance director says.
March 29, 2022
Jamie Hopkins: Congress Will Fix Social Security — EventuallyThe retirement expert discusses inflation, CPI-E and how Social Security will fare going forward.