Social Security

A new study from the Center for Retirement Research suggests there is a large gap in economic outlook between financial advisors and mass affluent investors.

New research from the nonprofit, nonpartisan Employee Benefit Research Institute shows pessimism about retirement preparedness is on the rise — that could open doors for advisors.

Research shows that many investors fear policy changes could hurt their retirements, but these concerns often go unspoken with financial advisors, creating a planning gap.

New data from J.P. Morgan reveals how retirement expectations diverge from reality, and what that means for advisors helping clients navigate life after work.

President Donald Trump unveiled a federal plan offering government-backed retirement accounts with a $1,000 annual match for workers without employer-sponsored plans.

A new bipartisan bill would exempt retroactive Social Security payments from federal taxes, easing a surprise financial burden for millions of retirees.

More retirees are going back to work amid financial pressures and economic uncertainty, an AARP survey finds. Advisors weigh in on when "unretiring" makes sense.

Medical inflation is projected to climb at double the rate of Social Security cost-of-living adjustments, leaving a growing number of retirees with a shrinking share of their benefits.

Financial advisors often urge clients to delay Social Security to maximize benefits, but new research suggests early claiming may be a rational choice for most households.

Rising Part B costs will absorb much of Social Security's 2026 cost-of-living adjustment — leaving less room in retirees' budgets.

A Schroder's expert says new data speaks volumes about the importance of building a solid nest egg before leaving the workforce.

The Social Security Administration announced its cost-of-living adjustment for beneficiaries — a figure advocates say fails to address the reality for most seniors.

The massive law filled in some important answers for financial advisors and tax pros' many questions coming into the year. Here's a roundup of FP's coverage.

A government shutdown disrupts federal agencies and markets. Here's what advisors need to know to guide clients through the uncertainty.

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.