Social Security Insights

Social Security benefits are indexed to inflation to maintain retirees’ buying power. Social Security benefits will increase by 3.6% in 2027, boosting average retirement benefits by about $75 per month.
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Social Security Benefits to Increase 3.6% in 2027

(October 14, 2026) Social Security benefits will increase by 3.6% in 2027 for 76 million Americans, the Social Security Administration (SSA) announced today, the largest annual cost-of-living adjustment (COLA) increase
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Franklin Receives 2026 Investment News Lifetime Achievement Award     

Mary Beth Franklin received the 2026 Investment News Lifetime Achievement Award for her contributions to the wealth planning profession. She accepted the prestigious award at the annual Investment News gala.
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Social Security Trust Fund Depletion Now Projected for 2032

Social Security’s trust funds are inching closer to depletion as declining birth rates continue to shrink the pool of future workers who finance the system through their payroll tax contributions.
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2026 Medicare Parts B & D Premiums and High-Income Surcharges

On November 14, 2025, the Centers for Medicare & Medicaid Services (CMS) released the 2026 premiums and income-related monthly adjustment amounts (IRMAA) for the Medicare Parts B and Part D.
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Higher Medicare Premiums, Surcharges Announced for 2026

Most Medicare beneficiaries will pay $17.90 more per month for Part B insurance premiums in 2026, a whopping 9.6% increase from this year’s premium of $185 to $202.90 in 2026.
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Social Security Benefits to Increase in 2026

Social Security Benefits to Increase 2.8% in 2026

(October 24, 2025) Social Security benefits and Supplemental Security Income (SSI) payments for more than 75 million Americans will increase by 2.8% in 2026.
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Social Security and Income Taxes Update

Millions of Social Security beneficiaries received an email from the Social Security Administration in early July claiming the newly enacted “One Big Beautiful” tax and spending bill would eliminate taxes.
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Social Security Trust Fund Exhaustion One Year Closer

The Social Security Board of Trustees released its annual report on the financial status of the Social Security Trust Funds on June 18, 2025.
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Social Security Fears Could Reverse Trend Towards Later Claiming Ages

Americans seem to be getting the message that claiming Social Security benefits at a later age result in a bigger monthly benefit check and could improve retirement security for many.
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Social Security Expands Telephone Claiming for All Benefits

If you seemed confused by the rash of recent announcements from the Social Security Administration (SSA), you’re not alone.
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