About Us Social Security Training IRMAA Medicare Training Find an Advisor Contact Us

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.

Cover of the 2025 OASDI Trustees Report from the Social Security Administration, featuring the official SSA seal and title text in white on a dark blue background.
What the 2025 Social Security Trustees Report Means for Your Clients social security administration trust fund trustees report Jun 25, 2025

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...

Continue Reading...

Categories

All Categories annual earnings test (aet) baby boomers benefits for minors child-in-care-benefit cola common law continuing disability review (cdr) deemed filing delayed retirement credits (drc) divorce earned income credits earning limits earnings test ex-spousal benefit extended period of eligibility (epe) family maximum federal employees retirement system (fers) fica full retirement age (fra) garnishments government pension offset (gpo) hey marc! irmaa legistlation living abroad maximizing benefits medicare military military pension missing earnings nssa part b primary insurance amount (pia) program operations manual system (poms) public employees' retirement association (pera) restricted applications retirement planning retroactive benefits sers social security administration social security applications social security benefits social security card social security credits social security disability social security disability insurance (ssdi) solvency spousal benefit boost spousal benefits ssi surviving divorced spouse benefit surviving spouse survivor benefit suspend benefits teacher retirement system (tra) trust fund trustees report va va disability veteran’s benefits wage base widow benefit widower benefit windfall elimination provision (wep)