Chris Stein, CFP®
Question on Switching from Survivor Benefits
The advantages to claiming survivor benefits versus your own benefits can be confusing. We recently received the following question from...
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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.
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Chris Stein, CFP®
- Dec 26, 2017
- 1 min
Happy Holidays!
We’re taking a break this week to spend some time with family and friends for the holiday. We’ll be back next week with a new post. Hope...
8 views0 comments
Chris Stein, CFP®
- Dec 19, 2017
- 2 min
Question on the Earnings Test in the Grace Year
We received the following question on the Social Securyt earnings test last week: “I turned 65 on July 8 of 2017. Retired from my job and...
26 views0 comments
Chris Stein, CFP®
- Dec 12, 2017
- 3 min
Question on Spousal Benefit Reduction
We received the following question regarding trhe Social Security spousal benefit recently from one of our podcast listeners… “What is...
11 views0 comments
Chris Stein, CFP®
- Dec 5, 2017
- 1 min
Final Social Security Payment
We received the following question from a reader this week regarding a Social Security payment made to someone who is deceased: “My...
11 views0 comments
Chris Stein, CFP®
- Nov 28, 2017
- 3 min
Filing Strategies for Spouses With Large Age Differences
What are the options for Social Security filing strategies when spouses have a large age difference? Limited Choices There are more...
31 views0 comments
Chris Stein, CFP®
- Nov 21, 2017
- 1 min
Happy Thanksgiving!
We hope you have a wonderful Thanksgiving holiday with your family and friends! We’ll be back next week with another Social Security blog...
9 views0 comments
Chris Stein, CFP®
- Nov 14, 2017
- 3 min
Representative Payee Basics
For those people needing assistance managing their finances while receiving Social Security benefits the SSA has a program where another...
10 views0 comments
Chris Stein, CFP®
- Nov 7, 2017
- 2 min
Switching Survivor Benefits
We had the following question on Social Security survivor benefits come in this past week from a blog reader… “My mother is 69 years old...
14 views0 comments
Chris Stein, CFP®
- Oct 31, 2017
- 2 min
Qualifying as a Spouse for Benefits
Strangely enough, there are rules that determine who qualifies as a spouse for purposes of qualifying for Social Security Spousal...
12 views0 comments
Chris Stein, CFP®
- Oct 24, 2017
- 2 min
Question on Retroactive Benefits
The following question came in from a blog reader: “I am confused by Social Security retroactive benefits. I went in recently to file...
18 views0 comments
Chris Stein, CFP®
- Oct 17, 2017
- 1 min
The COLA is Coming! The COLA is Coming!
Well, the wait is over for the 2018 announcement on the cost of living adjustment (COLA) to Social Security. Less than one hour ago (as...
9 views0 comments
Chris Stein, CFP®
- Oct 10, 2017
- 3 min
Question on Earning Quarters or Credits
This week we received a question about our past blog post entitled When is a Quarter not a Quarter?. In that post I discussed a little...
11 views0 comments
Chris Stein, CFP®
- Oct 3, 2017
- 2 min
Question on Delayed Retirement Credits
Today we have a question from a reader about a past blog post. Back in May, 2017 I posted an article describing exactly how the Delayed...
26 views0 comments
Chris Stein, CFP®
- Sep 26, 2017
- 2 min
Many Will Lose the 2018 COLA
The good news this year is it appears that there will be a relatively large (compared to recent years) Cost of Living Adjustment (COLA)...
9 views0 comments
Chris Stein, CFP®
- Sep 19, 2017
- 1 min
New Medicare Cards Coming
The Centers for Medicare and Medicaid Services (CMS) announced earlier this month that they will be mailing replacement ID cards to...
9 views0 comments
Chris Stein, CFP®
- Sep 12, 2017
- 2 min
Student Loan Debt and Social Security
Student loan debt is usually thought of as a younger person’s issue, but a new report suggests that older Americans are also facing the...
15 views0 comments
Chris Stein, CFP®
- Sep 5, 2017
- 2 min
Question on Family Maximum
We received an interesting email question this week that covers a couple confusing elements of the Social Security family maximum and the...
38 views0 comments
Chris Stein, CFP®
- Aug 29, 2017
- 2 min
How to Withdraw Your Social Security Application
Should you file your Social Security application at age 62? Age 67? Age 70? You need to fully consider all the ramifications surrounding...
20 views0 comments
Chris Stein, CFP®
- Aug 22, 2017
- 2 min
10 Year Rule and Divorced Spouse Benefits
We received the following question recently regarding the 10-year rule and divorced spouse benefits: “My Mother is 62 and wants to file...
55 views0 comments
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