Financial Planning

Financial Planning

Apply Online for Medicare

You can apply online for Medicare, even if you're not ready to retire. Fast and easy, applying online can take less than 10 minutes. There are no forms to sign and usually no required documentation, either.  ...
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Projections in SS 2020 Report Do Not Reflect Potential Effects of the COVID-19 Pandemic

“The projections in this year’s report do not reflect the potential effects of the COVID-19 pandemic on the Social Security program. Given the uncertainty associated with these impacts, the Trustees believe it is not possible to adjust estimates accurately at this time,” said Andrew Saul, Commissioner of Social Security. ...
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Do You Think Your Income-Related Medicare Plan is Wrong?

Social Security cares about accuracy and we want you to get the exact benefit amount you deserve. Changes in the law affect how we calculate monthly Medicare Part B (medical insurance) and Medicare prescription drug coverage premiums.  ...
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April is Financial Literacy Month; Time to Plan for the Future

Since April is Financial Literacy Month, it's a perfect time to plot out your financial future. The Social Security Administration offers several handy online tools to help you consider various scenarios. Use the interactive Retirement Calculator to run additional benefit estimate scenarios, comparing how different future earnings and retirement benefit start dates can affect your benefit amount. ...
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Retirement Planning 101 with Social Security

Social Security benefits are part of the retirement plan of almost every American worker. If you’re among the people covered under Social Security, you need to know how much you might receive from us when you begin receiving benefits. These monthly payments may be a vital part of your retirement income. ...
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Time on Your Hands? Update Your Estate Plans

While we're all taking a break from our normal routines, this is a good time to update your estate plans. Law offices are essential businesses, according to the latest state coronavirus regulations, and FaceTime and Zoom virtual conferences are a good way to start. ...
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Making Your Life Easier at SocialSecurity.gov

SocialSecurity.gov offers many online tools and services to save you time. Here are five that can make your life easier, from opening your own Social Security account to submitting an online application for retirement benefits and much more! ...
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Social Security Offices Offering Only Phone & Online Services

All local Social Security offices will be closed to the public for in-person service starting Tuesday, March 17, 2020. This decision protects the population we serve—older Americans and people with underlying medical conditions—and our employees during the Coronavirus (COVID-19) pandemic. However, we are still able to provide critical services. ...
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