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Retiree confidence surged in early 2025, an EBRI survey found. But those positive feelings may not withstand current market conditions.
April 24 -
Call wait times are expected to worsen as staff cuts grow, but financial advisors say there are ways to help clients dealing with the frustrating situation.
March 27 -
As inflation cools, Social Security's annual cost-of-living adjustment is projected to decline in 2026. Seniors say the benefit bump won't be enough.
March 20 -
New rules will tighten identity verification for benefits, limiting phone claims to fight fraud, the Social Security Administration announced.
March 19 -
The sharp reversal of Biden-era policy that capped overpayment recovery at 10% of a person's monthly benefit is expected to recover $7 billion over 10 years.
March 11 -
The Social Security Administration recovered $4.9 billion in overpaid benefits last year, according to a report to Congress.
March 10 -
A change to Social Security will impact millions of beneficiaries. Here's what financial advisors need to know.
March 4 -
The move can help boost income, but financial advisors say it can also bring unintended Social Security consequences.
March 3 -
A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.
January 22 -
The law will increase benefits for millions of retirees, but it's still not clear where the added funds will come from.
January 7