Social Security Planning
Social Security Analysis
Our Social Security Planning includes an individualized Social Security analysis that can answer many of the questions below:
How much can I expect to receive over my lifetime?
When should I apply for Social Security?
How can I maximize my benefits?
Will Social Security be enough to live on in retirement?
How to take advantage of spousal benefits, survivor benefits, divorced-spouse benefits, and divorced-spouse survivor benefits
Why you should consider your husband’s life expectancy when deciding when to claim your own retirement benefit.
We offer an analysis of your current Social Security income plan . . . if you’ve already formulated it . . . and if not, we can help you maximize your Social Security income.
Articles & Whitepapers Available by Request
3 Ways to Raise Your Social Security Benefits
4 Common Elder Scams: How to Stay Safe and Fight Back
Americans Lose Trillions in Social Security
Creative Social Security Claiming Strategies: Understanding the Nuances
Disabled Adult Children
Federal Employees and Social Security
How to File a Restricted Application
Life Expectancy and Social Security
Medicare and COVID-19-Related Health Care Costs
Military Service and Social Security
Should Business Owners Put Spouse On Payroll?
Social Security and Coronavirus
Social Security as Longevity Insurance
Social Security for Divorced Individuals
Social Security for Minor Children
Social Security for Widows
Social Security Planning for Couples: Maximizing Survivor Benefits
Social Security, Citizenship, and Residency
Social Security, Medicare, and HSAs
The Cost-of-Living Adjustment and What It Means for You
Understanding Social Security Benefit Estimates
Unintended Consequences
WEP and GPO
What is Voluntary Suspension?
What You Need to Know About Disability
When to Apply for Social Security Benefits
Why Open a my SocialSecurityAccount?
Will Working Longer Help, Or Hinder Your Social Security Benefit?