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The vast majority of seniors surveyed about Social Security's COLA say the number should be as much as five times higher than the government is forking over this year.
January 3 -
The bill now heads to President Biden's desk, but supporters and critics alike worry about how it will be funded.
December 23 -
Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.
December 23 -
Having missed out on yesterday's pensions and today's 401(k) features, the latchkey generation is woefully unprepared for retirement. Here's how advisors can help.
December 16 -
In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's what happened.
December 13 -
Just before the year ends, Congress may pass the Social Security Fairness Act. Here's what's in the bill and who it's for.
December 6 -
Six out of 10 retirees leave the workforce earlier than they planned, according to a new Transamerica study. Here's why — and how advisors can help.
November 27 -
In 2025, premiums for Medicare Part B will grow twice as fast as Social Security benefits — and those premiums are deducted straight from the checks.
November 13 -
As Donald Trump returns to the White House, what changes can seniors — and their advisors — expect to America's oldest social program?
November 7 -
Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.
November 7