Social Security
The top Social Security news, strategies and planning insights advisors can use to best serve clients.
Senator Looks to Hold Hearing on Social Security Investment Fund
By Melanie WaddellSen. Cassidy's plan will "protect promised benefits, save the program, and can pass Congress," he tells ThinkAdvisor.
August 05, 2025
Why Some Wealthy Clients Should Claim Social Security EarlyAsh Ahluwalia has helped many wealthy couples optimize, not maximize, their benefit claiming decisions — and the distinction matters.
July 31, 2025
Democrats Assail Bessent on 'Privatizing' Social Security RemarkThe Treasury secretary is under fire for discussing "Trump accounts" as being a "backdoor for privatizing Social Security."
July 30, 2025
Social Security Seeks to Limit Phone Services — AgainThe proposed change would result in 3.4 million more people visiting field offices each year, the agency estimates.
July 25, 2025
9 States Where Retirees Are Least Likely to Outlive Their SavingsThese top-ranked locations combine decent nest eggs with a manageable cost of living, a Seniorly analysis finds.
July 24, 2025
New Bill Allows Employer Contributions to ABLE AccountsThe legislation would permit tax-free contributions to special savings accounts for the disabled.
July 23, 2025
Social Security to Keep Paper ChecksSen. Elizabeth Warren said Wednesday that she has received key commitments from SSA Commissioner Frank Bisignano.
July 18, 2025
Social Security Fast-Tracked Fairness Act Payments. But at What Cost?A recent announcement by the SSA that it had boosted its service efficiency is drawing skepticism.