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

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
  1306 Hits
1306 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
  1430 Hits
1430 Hits

Search Blogs Module

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