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
  588 Hits
588 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
  795 Hits
795 Hits

Search Blogs Module

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