Social Security

With inflation figures falling, retirees can expect a 2.5% increase in 2025. Here's how planners are guiding clients through the impact of that slight bump.

According to a recent Cerulli study, more than half of retired 401(k) participants say Social Security is their primary source of income. At the same time, only 6% of millennials predict they will rely on those funds when they finish their careers.

The next few weeks will be critical as the COLA is determined on the average inflation rate in the third quarter — July, August and September — versus the average third-quarter inflation a year ago.

The latest survey from EBRI finds that employees are feeling better about their financial futures, but big challenges remain.

White Americans still have twice as much retirement wealth as savers of color, research shows.

Social Security is getting a 3.2% boost this month — but retirees' expenses have risen by more than triple that rate since last year.

Last year's cost of living adjustment was the largest in more than three decades.

As early as this summer, some seniors could see their benefits garnished to pay off old loans.

It's the biggest cost-of-living increase since 1981.

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 advisers need to get the word out.