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
  1763 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
  1828 Hits

Search Blogs Module

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