Uploaded August 2026 | Updated September 2026, 14 hours ago
The Social Security COLA announcement is coming in October — but the
headline number isn’t the one that matters. In this video, we break down how the cost‑of‑living adjustment is actually calculated, why Medicare Part B changes your real raise, and what retirees should focus on when planning income for the year ahead.
Schedule a call with us today at jazzwealth.com/chatwithjazz
The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is not indicative of future results. Social Security claiming decisions should be evaluated based on an individual's age, health, income needs, marital status, tax situation, and overall retirement plan. Social Security benefits may be subject to federal, state, or local taxation depending on individual circumstance. Please consult with a qualified financial, legal, or tax professional before making any financial decisions. Steward
Partners, its affiliates, and its Wealth Advisors do not provide tax advice.
Benefit, inflation, and premium figures are as of August 1, 2026, are approximate, and may change after this presentation was prepared. The 2027 cost of living adjustment and the 2027 Medicare Part B premium are projections, not official figures.
Data sources: Social Security Administration cost of living adjustment history and June 2026 average benefit data; The Senior Citizens League 2027 COLA estimate as reported by AARP, CNBC, and The Motley Fool, July 2026; 2026 Medicare Trustees Report Part B premium projections ($209.50 for 2027) as reported by Kiplinger and 24/7 Wall St., July 2026, with private forecasts of $216 to $219; Bureau of Labor Statistics consumer price index data; CMS historical Part B premiums. Hypothetical illustrations: Mini study: keeping pace - the ten year raises
versus costs study and The Medicare haircut - the raise minus premium math are simplified illustrations built from published historical figures and current projections. They do not represent any actual account or any individual's benefit, exclude taxes and individual premium
adjustments such as IRMAA, and are not projections of future results.
Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.
The Social Security COLA announcement is coming in October — but the
headline number isn’t the one that matters. In this video, we break down how the cost‑of‑living adjustment is actually calculated, why Medicare Part B changes your real raise, and what retirees should focus on when planning income for the year ahead.
Schedule a call with us today at jazzwealth.com/chatwithjazz
The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Past performance is not indicative of future results. Social Security claiming decisions should be evaluated based on an individual's age, health, income needs, marital status, tax situation, and overall retirement plan. Social Security benefits may be subject to federal, state, or local taxation depending on individual circumstance. Please consult with a qualified financial, legal, or tax professional before making any financial decisions. Steward
Partners, its affiliates, and its Wealth Advisors do not provide tax advice.
Benefit, inflation, and premium figures are as of August 1, 2026, are approximate, and may change after this presentation was prepared. The 2027 cost of living adjustment and the 2027 Medicare Part B premium are projections, not official figures.
Data sources: Social Security Administration cost of living adjustment history and June 2026 average benefit data; The Senior Citizens League 2027 COLA estimate as reported by AARP, CNBC, and The Motley Fool, July 2026; 2026 Medicare Trustees Report Part B premium projections ($209.50 for 2027) as reported by Kiplinger and 24/7 Wall St., July 2026, with private forecasts of $216 to $219; Bureau of Labor Statistics consumer price index data; CMS historical Part B premiums. Hypothetical illustrations: Mini study: keeping pace - the ten year raises
versus costs study and The Medicare haircut - the raise minus premium math are simplified illustrations built from published historical figures and current projections. They do not represent any actual account or any individual's benefit, exclude taxes and individual premium
adjustments such as IRMAA, and are not projections of future results.
Investment advisory services are offered through Steward Partners Investment Advisory, LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.
