News & Media Resources

BottomLineInc | How the Social Security Spousal Benefits Loophole Closed—and What Couples Need to Know Now

July 1, 2026

Retired wage earners aren’t the only ones eligible for Social Security benefits. Wage earners’ spouses often can claim benefits, too, based on their husbands’ or wives’ earnings histories…and so can…

Kiplinger | Paper Social Security Checks Are on Their Way Out: How to Help Your Aging Loved Ones Cope

June 20, 2026

The move away from paper Social Security checks may seem like a simple technology update, but for many older Americans, it raises important questions about banking access, fraud prevention, and…

ThinkAdvisor | New Bill Phases Out Social Security Payroll Tax Cap

June 16, 2026

"The bill would use the CPI-E for Social Security COLA calculations for quarters ending on or after Sept. 30, 2027, Martha Shedden, president and co-founder of the National Association of…

CNN | When it may make sense to claim Social Security at 62

June 14, 2026

"Because there are lots of rules and permutations to be aware of – even for those who have never married or had kids – it may pay to consult with…

The Daily Upside | The Social Security Trustees Report Looks Gloomy. Don’t Let Clients Panic

June 12, 2026

Martha Shedden, president of the National Association of Registered Social Security Analysts, agreed. “The acceleration of the shortfall amount indicates an even greater urgency for action to be taken as…