Social Security
Celebrate National Social Security Month!
(Source - Social Security Administration) Since its creation in 1935, Social Security has provided financial security to millions of workers and their families. We’ve evolved over the last 90 years as we’ve worked to meet the changing needs of the…
Taxation of Social Security Benefits–Assessing the Impact on Your 2025 Return
The issue of federal taxation of a portion of Social Security benefits is currently undecided, with the Trump Administration lobbying to eliminate the tax entirely. At the same time, Congress is looking at bills designed to increase the outdated thresholds…
Social Security Insolvency–The Cost of Doing Nothing
For decades, the Social Security trustees have been forecasting the complete depletion of the program’s trust fund reserves, with the most recent estimate indicating that this will occur approximately eight years from now. As part of their annual warnings, the…
Newsflash–National Social Security Month is Back, While Concerns Continue
Amid intense criticism relating to the DOGE-driven changes to the Social Security Administration’s operating environment, the Trump Administration has announced the reinstatement of the month of April as National Social Security Month. In a post today on newsweek.com , reporter…
Key Checkpoint Questions for Those Thinking About Claiming Benefits
Aging into Social Security eligibility face a considerable amount of research if they want to make the best decisions for their situation. A quick internet search on the topic will provide an enormous amount of material on what you need…
AI and Retirement Planning: Are the models ready for use?
The rapid evolution of Artificial Intelligence (AI), with its standard definition of “computer systems designed to perform tasks that typically require human intelligence,” might appear to be a reasonable path for some seeking to create a plan for their future…
2026 COLA Watch: Another revision
Although, it’s way too early to focus on what the January 2026 Social Security cost-of-living adjustment (COLA) might be, some organizations are tracking the inflation numbers and using them as a reference point to forecast what might happen when the…
Perspectives on the Taxation of Social Security Benefits
President Trump has led the most recent charge to rescue Social Security beneficiaries from the pain of income tax assessments, but that’s certainly not the first time the thought has emerged. Through the years, many have argued that including a…
Social Security is Changing…Here Are Some Thoughts on How to Keep Ahead of What’s Happening
As noted in an earlier article today, some pretty significant changes have been implemented so far this year in the world of Social Security. And if you read between the lines, you’ll no doubt realize that there’s more to come…much…
The Changing Social Security Landscape (At Least So Far this Year)
No matter the news service you follow to stay current, you’ve seen a steady stream of updates, warnings, and forecasts about Social Security changes unfolding under the Trump Administration. Some of the rhetoric addresses the President’s plans to fulfill the…