Social Security Funding
The latest news and developments affecting Social Security funding, and how legislative moves may help or hurt the program.
8 Things Your Clients Might Not Know About Social Security
By Michael S. FischerWith 2,278 guidelines in the Social Security Handbook, it's no surprise clients need your advice.
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."