Social Security
Scenario Planning
Understanding Social Security
Your entire work record is waiting in your SSA online account. Create your personal account today and explore your benefits.
Did you know that your SSA statements do not account for future inflation, which will increase your benefits considerably? Our free Excel planner includes a calculator for standard retiree benefits, disability, and survivor benefits, too. It also summarizes the most important claiming rules for all benefit types in a single page!
You can pay a social security specialist up to $1000 to run through various scenarios which might affect you. We're happy to consult with you, too. Our planner proactively alerts you to the most important filing options, limitations, and pitfalls especially for those filing on someone else's work record.
Tap To Enlarge or Download.pdfOur Custom Excel Planner
Create your free client account which automatically pre-populates with our easy Social Security planner for Excel and other goodies in the folders section. Feel free to look around with no obligation. Send private communications, book appointments, and more.
Save yourself the trouble of searching endless web pages and blogs, or paying hundreds of dollars to a Social Security specialist. Download the planner to Microsoft 365 (free with any Microsoft account), Google Sheets (free with any Google account), and most versions of Excel Desktop.
