Social Security

Cerulli's research based on a survey of wealth and asset management firms suggest that firms have only just begun to address clients' comprehensive planning needs.

From aggressive tax strategies to early retirement, well-intentioned decisions can unintentionally reduce Social Security benefits. Advisors highlight four major pitfalls that can impact clients' retirement income.

Retired women find themselves leaning on Social Security as a primary source of income at greater rates than men, according to new research from the Transamerica Institute. Financial advisors say that has significant implications for retirement planning.

Between new senior tax deductions and fast-approaching funding shortfalls, it has been a turbulent few months for Social Security.

The move could impact future studies on retirement trends, policy and aging in America.

A provision in Trump's tax and budget law gives seniors 65 and older a new deduction that offsets Social Security taxes for most retirees. While it helps many keep more money, it also accelerates the program's insolvency.

Republicans will be planning a victory lap and Democrats will be thinking about their election strategy. But financial advisors and tax pros will be preparing their clients.

With the outlook for Social Security's future worsening, the agency's commissioner says he's ready to get to work on fixing the program. But with an abundance of potential solutions, it's unclear what path the program will take.

Older Americans are worried about when to claim Social Security. Financial advisors need to have much different conversations with their younger clients.

Nearly 7 in 10 Americans say Social Security benefits should be equal for everyone, regardless of marital status, according to a new survey. Financial advisors are skeptical.