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
  725 Hits
725 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
  880 Hits
880 Hits

Search Blogs Module

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