The Future of Social Security: How Financial Advisors Can Help Clients Prepare for Changes

Man and woman holding hands reviewing Social Security topics

Introduction: Social Security’s Uncertain Future—Why It Matters for Financial Advisors For millions of Americans, Social Security is a retirement lifeline, but its future is increasingly uncertain. With predictions of trust fund depletion by 2034, financial advisors face mounting concerns from clients about potential benefit reductions and how these changes could affect their long-term plans. As […]

Will Social Security Run Out? What Financial Advisors Need to Know for Client Retirement Planning

An older couple sitting at a table and there is a social security card too

Introduction: The Growing Concern Around Social Security As a financial advisor, you’ve likely heard the looming concerns about Social Security stability from your clients. With headlines warning of a potential shortfall in the Social Security Trust Fund by the mid-2030s, many individuals fear their retirement benefits could be reduced—or disappear altogether. While Social Security won’t […]