The Benefits Blog
The Benefits Blog provides expert insights, updates, and strategies on Social Security and Medicare, tailored for financial professionals looking to enhance their knowledge and better serve their clients. Stay informed with the latest developments and tips to maximize benefits for your clients.
Social Security Solvency: What the Latest Report Means for Advisors and Clients
Each year, the Social Security and Medicare Trustees release their annual reports, and this year’s findings have moved up the timeline on when these critical trust funds will no longer be able to pay full benefits. Acco...
According to a new AARP survey, as Social Security nears its 90th birthday, support for the program remains virtually universal—96 percent of U.S. adults now call it important, and 74 percent rank it among our nation’s most critical programs, up from 68 percent in 2020 . Yet only 36 percent feel “ve...
If you’ve seen the headlines lately, you might think Congress just passed a bill that eliminates federal taxes on Social Security benefits. Even the Social Security Administration joined in, stating that nearly 90% of beneficiaries will no longer pay federal tax on their benefits. But is that really...
The 2025 Trustees Report on the financial status of Social Security was released last week, and its findings carry significant implications for retirement planners, financial advisors, and insurance professionals. As an NSSA® certificate holder, your role as a trusted resource is more important than...
