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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.  If you are single, there is a flat fee of $120.  For married couples, the flat fee is $150.  The time it takes to complete the analysis should only be about an hour for singles (~90 min for couples).


Please contact our office or make an appointment directly via my Picktime calendar today and learn how the decisions you make in your 60s can determine the amount of income you’ll have in your 80s.

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?