Only 27% of these future beneficiaries — primarily widows and children — plan to keep their benefactor’s wealth advisor, per Cerulli’s survey of investors with at least $250,000 in financial assets.
—
Hayley Cuccinello,
CNBC,
16 Oct. 2025
The ongoing government shutdown is delaying the announcement of the annual Social Security cost-of-living adjustment for tens of millions of beneficiaries.
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