Social Security

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Delaying Social Security Has Rarely Been This Profitable

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As benefits get adjusted for inflation, waiting longer to receive those checks will pay off even more.

Even Millionaires Realize They May Need To Work Longer Than They Imagined

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Forty-two percent of millionaires in a Natixis survey are too worried to even think about retirement.

Social Security's Cost Of Living Increase Means Benefits May Run Out Sooner

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Preserving the program could mean raising more from workers or paying less to beneficiaries.

Social Security Benefits Get Biggest Bump In 41 Years

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Recipients will receive a cost-of-living adjustment increase of 8.7% beginning in January.

Guide To Explaining The Social Security COLA Of 8.7% To Clients

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How to put the COLA news in context for your clients.

Enjoy The Social Security Bump Now. You'll Pay Later.

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Retirees' big inflation raise may mean they'll face bigger cuts sooner if something isn't done to restore adequate funding.

Majority Of U.S. Retirees Fall Far Short Of Income Targets, Goldman Says

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Inflation and healthcare costs are among the top issues putting financial stress on retirees, a Goldman survey found.

Annuities Offer Little Benefit To Wealthier Retirement Savers, Morningstar Says

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Social Security bridging strategies are a better alternative for those with large savings, the firm said.

The Stakes Are High For Retirement Investing, Advisors Say

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Given the level of near-term uncertainty, advisors are switching strategic gears.

Near-Retirees Say They Are 'Terrified' Of Income Shortfalls

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Most near-retirees doubt they will be able to replace even three-quarters of their income in retirement, a new survey says.

2023 Social Security COLA Estimate Drops To 8.7%

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That forecast would still be the biggest raise in more than 40 years for retirees.

With Social Security, Divorce Doesn't Always Spell ‘The End'

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If you have divorced clients, they need your help understanding their rights.

A COLA Raise For Seniors Won't Do Inflation Fight Any Favors

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Even the remedies set up to protect the most vulnerable can prolong the problem.

Retirees On Track For 11.4% Social Security Raise In 2023

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The increase could add $2,280 a year to retiree benefits.

America's $7 Trillion Retirement Crisis Is Only Getting Worse

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About half of private-sector workers don't have an employer-sponsored retirement plan.

Social Security Options For Clients ‘Unretiring'

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Useful information to share with clients who are considering returning to work.

Retirees' Social Security Income Is Being Eroded By Medical Costs, Study Says

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Out-of-pocket medical expenses are typically consuming about 25% of Social Security benefits, the study said.

2023 Estimated Social Security COLA Down To 9.6%

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That's lower than an earlier 10.5% estimate, but it would still be the biggest increase since 1981.

Retirees On Track For 11.4% Social Security Raise In 2023

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The increase could add $2,280 a year to retiree benefits.

GOP's Ron Johnson Faults ‘Entitlements,' Handing Democrats A Weapon

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Johnson endorsed the idea of Congress annually debating the funding for the programs like any other budget item.

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