Benefits

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Retirement September 30, 2026 

History of Social Security COLAs

The predicted 2027 cost-of-living adjustment of 3.5% would rank 19th among the increases implemented since 1977, the first year Social Security began calculating the annual boost.

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Benefits November 11, 2025 

How to Advise Clients on Paying for Long-Term Care

Long-term care insurance (LTCI) provides choices and allows families to make prudent decisions. It alleviates some of the financial burden and lets families provide care for a parent or loved one in a setting of their choosing.