Social Security

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Ways To Unwind Social Security Survivors' Benefits

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Here's how to help clients maximize their Social Security survivors' benefits.

Social Security More Valuable Than Ever, Even for Millionaires, Advisors Say

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The maximum monthly benefit hits $4,485 in January, helping even wealthy investors navigate stock market declines.

Majority Of Americans Expect To Work Past Retirement Age, Survey Says

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Women face a tougher retirement road than men because of lower wages and other factors, according to the Transamerica study.

Investors Have Learned The Hard Way: Don't Rely On The Market

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They want a retirement paycheck, not another product.

White House Deletes Tweet Taking Credit For Social Security Bump

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Twitter users called out that the increase was due to a COLA adjustment.

Social Security More Valuable Than Ever--Even for Millionaires, Advisors Say

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The maximum monthly benefit hits $4,485 in January, helping even wealthy investors navigate stock market declines.

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.

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