Chris Stein, CFP®
Delaying Survivor Benefit
We received the following question from a reader this week: “My mother will be turning 65 this year and is trying to figure out how to...
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HelpWithMySocialSecurity.com is a blog intended to give you information on Social Security topics. Neither the blog, nor Jim Saulnier and Associates, LLC, are in any way approved, endorsed, or authorized by the Social Security Administration.
Jim Saulnier and Associates, LLC is a retirement planning firm that can assist you with your Social Security concerns.
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Chris Stein, CFP®
Jun 5, 20182 min read
MySocialSecurity Online Account Issues
In the past we have discussed how you can create an online account with Social Security. This will give you access to your earnings...
19 views0 comments
Chris Stein, CFP®
May 30, 20181 min read
Memorial Day
We’re taking the week off in honor of Memorial Day. We’ll be back next week with a new post for you. Thanks for reading!
11 views0 comments
Chris Stein, CFP®
May 22, 20186 min read
Social Security – A Better Deal Than You Think
For quite some time now there has been a movement afoot to “privatize” Social Security. The argument for privatization promotes the view...
19 views0 comments
Chris Stein, CFP®
May 15, 20182 min read
Beware of Retroactive Benefits
A little issue has come to our attention with regard to the way Social Security offices process your application for benefits once you...
23 views0 comments
Chris Stein, CFP®
May 8, 20182 min read
Social Security Didn’t Tell Him
We received the following email this week… “I have a dear friend who at age 60 lost his wife. She was on SS disability while she was...
14 views0 comments
Chris Stein, CFP®
May 1, 20182 min read
Grace Year Confusion
Looks like another Social Security office has confusion over the “Grace Year”. Even though we have covered this recently I am choosing...
288 views0 comments
Chris Stein, CFP®
Apr 24, 20182 min read
Working After Age 62
Working in a job that participates in the SS system prior to claiming Social Security (SS) Retirement Benefits generally will increase...
16 views0 comments
Chris Stein, CFP®
Apr 17, 20182 min read
Spousal Child in Care Benefits
We recently received this excellent question regarding spousal child in care benefits, so I want to share it with all of you. “My husband...
80 views0 comments
Chris Stein, CFP®
Apr 10, 20182 min read
Grace Year and the Earnings Test
We received the following question about the Social Security earnings test from a reader this week… “I am turning 62 in May and have...
16 views0 comments
Chris Stein, CFP®
Apr 3, 20181 min read
Better Customer Service
We have people contact us regularly who have had struggles dealing with customer service issues at the Social Security Administration. ...
13 views0 comments
Chris Stein, CFP®
Mar 27, 20181 min read
Happy Easter!
Thanks for checking in. Nothing much happened with Social Security this week and we’ve got some family plans for the Easter holiday, so…...
8 views0 comments
Chris Stein, CFP®
Mar 20, 20181 min read
Retirement Accounts and the Earnings Test
We received an email this week with a question about how the earnings test is applied to withdrawals from retirement accounts… “When...
20 views0 comments
Chris Stein, CFP®
Mar 13, 20181 min read
Spring Break!
We’re taking the week off to spend some time with family over spring break. Hope you get to enjoy some down time soon too and we’ll be...
9 views0 comments
Chris Stein, CFP®
Mar 6, 20182 min read
Escalating a Social Security Issue
This week we received the following question about how to escalate a Social Security customer service issue. “I have been waiting for...
121 views0 comments
Chris Stein, CFP®
Feb 27, 20182 min read
Withdrawing Your Social Security Application
In the past we have mentioned how important it is to fully consider all the ramifications of your choice of when to file for Social...
29 views0 comments
Chris Stein, CFP®
Feb 20, 20182 min read
COLA and DRC – When Are They Applied?
This week we received a question that is effectively a two for one since the question involves the difference in the application of COLAs...
161 views0 comments
Chris Stein, CFP®
Feb 13, 20182 min read
Disability and Survivor Benefits
We received the following question regarding Social Security Disability and Survivor benefits recently: “My spouse receives Social...
18 views0 comments
Chris Stein, CFP®
Feb 6, 20183 min read
Waiting for Credits to be Applied
This week we received a question about the timing of becoming “insured” in the Social Security system. Reaching insured status grants...
11 views0 comments
Chris Stein, CFP®
Jan 30, 20182 min read
Switching Social Security Disability Benefits to Retirement Benefits
The following multi-part question came in recently: “I am on SS disability benefits now. Next year I reach my full retirement age of...
126 views0 comments
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