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Kiplinger

Business

Jake Klima

Advisers, Take Note: How 2025 Social Security Changes May Impact Your Clients

Social Security Disability

An older couple talk with their financial adviser in their living room.

Social Security is a vital part of financial planning, yet its evolving guidelines make it a moving target for clients and advisers alike.

For 2025, several key changes to Social Security policies are set to shape retirement, disability and income planning. Understanding these updates will help you offer informed advice, help maximize client benefits and build trust in your advisory practice.

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