Written by Marie DeCaprio MBA, CFA, CFP®
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10 October 2011
Socail Security has decided it will no longer mail out the annual statements to individuals detailing what to expect in retirement and disability benefits. I know many of you just filed that report away, but if you know me you know I really liked that report and used the data in my financial plans. I am glad the agency has decided to save some money, we will need it later on. So what you need to do now to get the information is go to their website,
www.ssa.gov, and use the online retirement benefits estimator. You will have to enter your personal information to access your history of earnings. You can also make some assumptions about future earnings and at what age you plan on starting benefits. Check it out and let me know if you have any questions.