Asset Planning, Inc Blog

The latest from the team.

My Social Security Account

In an effort to go green, the Social Security Administration is now only mailing Social Security statements to workers 60 years old and over who are not receiving Social Security benefits. They do however offer a convenient online service that allows you to access your benefit information, earnings records and statements as well as complete a number of other services with the Social Security Administration. You will need to create a My Social Security Account to do so. I have included some instructions taken directly from their site to set up your account along with some detailed information on the benefits of using their online services.

Go to https://www.ssa.gov/myaccount

Click on Sign In or Create Account

My Social Security Account 2

What does a my Social Security account let me do?

If you do not receive benefits, you can:

  • new Request a replacement Social Security card if you meet certain requirements;
  • new Check the status of your application or appeal.
  • Get your Social Security Statement, to review:
    • Estimates of your future retirement, disability, and survivors benefits;
    • Your earnings once a year to verify the amounts that we posted are correct; and
    • The estimated Social Security and Medicare taxes you’ve paid.
  • Get a benefit verification letter stating that:
    • You never received Social Security benefits, Supplemental Security Income (SSI) or Medicare; or
    • You received benefits in the past, but do not currently receive them. (The letter will include the date your benefits stopped and how much you received that year.); or
    • You applied for benefits but haven’t received an answer yet.

If you receive benefits or have Medicare, you can:

Thank you for Going Green!

 

Continue reading
  1756 Hits

Social Security Announces Benefit Increase for 2017

The Social Security Administration announced this week that there will be a Cost of Living Adjustment (COLA) for Social Security and Supplemental Security Income (SSI) benefits for more than 65 million Americans. The increase will be 0.3 percent and will start in January 2017. The intention of the increase is to help offset the rising cost of living for seniors.

Medicare premiums for 2017 have still not been announced. We will keep you posted as soon as they are.

Continue reading
  1823 Hits

Search Blogs Module

Wait a minute, while we are rendering the calendar
Facebook profile Supplemental Security Income credit freeze retirement plans driver license markets information bottom line car loans fun facts business hours Puerto Rico https ://seekingalpha debt executive order tax filing deadlines contribution limit ice cream event tax returns Financial Planning Magazine Orange County 2017 IRA contributions 4 pm -8pm assets Orange County Superior Court parking spots retirement accounts Roth IRA company stock pile information Facebook Federal Trade Commission website Kiplinger Letter account numbers clients show support July 3 rd credit monitoring service cell phone carriers offer prescription eyeglasses VOIP landline phones Mobile Banking Security Tips pet spam phone Auto insurance life saver ID card Affordable Care Act records paper records emergency kit Coronavirus Aid offering insurance ice cream relief efforts water … coronavirus Two-Step Verification September 9 pet supplies 900 number health care services president Trump increase rescue organizations IRS disaster areas 20 year anniversary 23 andme checklists settlement options scams insurance policy IRA accounts credit card fraud estate blog post fun atmosphere Healthcare Medicare question July 4 COVID -19 virus https :// DNA test kits opt-out home emergency preparedness kits Ice Cream Social vacation summer official certification card reader email notifications FEMA website CARES Act 2017 TD Ameritrade National LINC Conference Flexible Spending Account cell phone carriers pet industry consumer spending Brexit vote Part B California Lions Friends vision screening Expired medications gap insurance spring cleaning earnings fallout Wells Fargo customers drive /usb credit cards memorial Day weekend CFP ® Social Security Administration “ skimmer ”. 401K Kraig Mathias media accounts app cell phones non-prescripstion sunglasses Amazon Medicare Advantage Shred paperwork estate planning direction Open Enrollment years borrowing money Economic Security wells Fargo Charles Schwab Part D premiums . home emergency kit paperwork clutter student loans self-help topics Medicare emergency kits money estate planning retirement pets Wells Fargo employees integral member toilet paper operations manager credit score Social Security tax season web address tax records privacy settings phishing scams Open House FSA TD Ameritrade Joey Gonzales check lists retirement planning July weekend April 15 policy donation counts phone companies D premiums 2017 Equifax breach phishing sites padlock 70 1/2. September 30 2020. birth certificates CA FTB chip-enabled EMV cards partner /owner hurricane Dorian Asset Planning trustee banking holidays approach home mortgages Notary Public client portal Medicare Part B market turmoil home break-ins identity theft investment statements April 18 2017. cell phone SIM swap scam portal family members stimulus package tax deadline National Ice Cream month pet donation drive asset Planning items January 10 cell phone service provider insurance policies identity thieves EEChecklist-Kits.pdf stockpilingchecklist.pdf tax deadlines July 6 people medications April 11 illiegal robocallers 2018 IRA contributions June 29 breach October 1 2020. home Fox News story jury duty donation items privacy notices Independence Day text messages health care costs clients clone counterfeits trust emergency folder IRS deadline fees CERTIFIED FINANCIAL PLANNER exam documents Erin Nelsen Treasury Department earthquake app house sitter Legal robocalls Retirement Contribution Limits September 8 notary services spread payments news coverage home security interest cell phone provider Medicare plan Medicare Part B premiums February 14 phone Labor Day credit card company Victor Dergunov team members interest rates flash drive