Social Security Archives

What Customers Are Saying About Us

“It’s brilliant to boil complex planning strategies into a one-page flowchart. It totally beats having to read 4 -5 articles to understand each nuance and exception, especially on the tax issues.”

— Meghan, an advisor in Georgia

“These tools look great. They will really help me share quality content with those I assist and will allow us to reduce errors. Furthermore, these tools really help our teams look professional and solidify us as true planners”

— Shane, an advisor

“I adore your product. It’s so helpful to my clients and myself. I really like that I could change all the colors to match my logo. It looks fantastic.”

— An advisor in Washington

“Our team has really liked the charts and were particularly pleased with the traditional IRA vs. 401k for a business and the QBI chart.”

— Scott, an advisor in Oregon

“The flowcharts give me a lot of confidence. Candidly, I sometimes worry that I might miss something when planning for my clients. The flowcharts give me confidence that I won't.”

— Advisor in Virginia

“I love the flowcharts and have found them very helpful in guiding clients on complicated planning issues. The charts are easy to follow and help navigate through difficult decisions based on clients' unique circumstances.”

— Jason, an advisor in Illinois

Important Numbers (2019)

Important Numbers (2020)

Will I Avoid Social Security’s Government Pension Offset? (2019)

Will I Avoid Social Security’s Government Pension Offset? (2020)

Will I Avoid The Social Security Windfall Elimination Provision? (2019)

Will I Avoid The Social Security Windfall Elimination Provision? (2020)

Do I Qualify For Social Security Disability Benefits? (2019)

Do I Qualify For Social Security Disability Benefits? (2020)

Am I Eligible for Social Security Benefits as a Divorced Individual? (2019)

Am I Eligible for Social Security Benefits as a Divorced Individual? (2020)

Am I Eligible for Social Security Benefits as a Surviving Spouse? (2019)

Am I Eligible for Social Security Benefits as a Surviving Spouse? (2020)

Am I Eligible for Social Security Benefits as a Spouse? (2019)

Am I Eligible for Social Security Benefits as a Spouse? (2020)

Will My Social Security Benefit Be Reduced? (2019)

Will My Social Security Benefit Be Reduced? (2020)

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