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
  1743 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
  1818 Hits

Search Blogs Module

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