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Social Security is already a huge problem for financial advisors in 2024 because their faith in its long-term existence is too low to plan for

With zero reserves looming in nine years, and political headwinds, financial advisors who can't afford to have investors outlive their savings often prefer to punt on trying to predict such a wild card

Author Lisa Shidler January 5, 2024 at 1:59 AM
1 Comment
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Jackie Kenoyer: I never factor them in when planning for retirement, with the exception of those who will receive those benefits now.
Brooke Southall and Keith Girard contributed to the editing of this article.

Mary Beth Franklin


Social Secuity



January 5, 2024 — 5:09 AM
I admire advisors who err on the side of caution with regard to social security survival, but it also makes me wonder how much it will distort risk assessments used to create optimal retirement portfolios.

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