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Some older Americans worry that if they return to work, they'll get less money from Social Security. In fact, the opposite is true — but advisors need to get the word out.
October 6 -
Republicans are unlikely to see eye-to-eye with Biden on fixes for major social programs if they retake Congress in November.
October 4 -
Providing for a disabled descendant is a highly complex challenge, and botching it can have tragic results. Here's how advisors can help clients thread the needle.
September 14 -
With a prediction of a historically high Social Security COLA, some worry about tax consequences
September 13 -
Americans are losing ground against other countries in what's shaping up to be "one of the worst years to retire in recent memory."
September 13 -
Many see Social Security reform as needed but question remedies put forward by Rep. Angie Craig and others in Congress.
September 7 -
As the U.S. reforms its retirement system, one federal agency is looking abroad for new ideas. Some of them are already in bills moving through Congress.
September 2 -
Americans are facing a $7.1 trillion retirement savings shortfall. Will Congress do anything about it?
August 16 -
For a century, Americans were retiring younger and younger. Then, in the 1990s, the average retirement age started to shoot back up. What happened?
August 8 -
A new study says millennials should only expect 80% of their projected benefits, but there are ways to make up for the shortfall.
June 30 -
With five charts analyzing the latest figures, separate fact from fiction while Congress keeps failing to enact any comprehensive reform.
June 27 -
With long COVID a major theme, lawmakers discussed how to increase access to financial services for people with disabilities.
June 21 -
Fair press or frantic, the strains on the trust can’t be denied — but they do need to be explained and planned for.
June 10 -
A new bill that would boost benefits and fix the program’s long-term solvency appears doomed, even as experts warn of the consequences of further delay.
June 9 -
Witnesses described massive problems with communication systems and staffing levels at a Congressional hearing. It’s unclear whether the problems will be solved anytime soon.
May 20 -
A crucial loss of support for a bill co-sponsored by 200 House Democrats reflects the worsening political calculus for fixing the program’s solvency.
May 10 -
The “six-month nudge” technique leans into the fact that 95% of all individuals alive when they hit full retirement age are likely to reach age 70, according to actuarial tables.
March 14 -
The strategy provides an alternate course to clients claiming their monthly checks as soon as they leave their jobs, experts say.
February 8 -
A lack of awareness that web services are available turns out to be the most commonly cited reason for calling or visiting an SSA office.
January 5 -
In the first hearing for the Social Security 2100 Act, Republican members questioned the legislation’s effectiveness and price tag.
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