The Benefits Blog

The Benefits Blog provides expert insights, updates, and strategies on Social Security and Medicare, tailored for financial professionals looking to enhance their knowledge and better serve their clients. Stay informed with the latest developments and tips to maximize benefits for your clients.

Why You Might Not See the ‘Start Your Application’ Button for Spousal Benefits hey marc! social security applications spousal benefits Oct 06, 2021

I ran into a Social Security situation the other day and I was surprised about what happened. I had a client who was planning on taking a spousal benefit and I thought we could do the application online. When they came to our office for our appointment, we helped them log in and I couldn’t see the “...

How to Apply for Social Security Spousal Benefits hey marc! social security applications spousal benefits Apr 23, 2021

Our client was told by a Social Security representative that she would have to go to a Social Security office to apply for spouse benefits. Is this true? Are there any other options?

Spousal benefits can typically be filed for online. However, if your client is already receiving their own retirem...

How to Correct Bank Information After Applying for Social Security hey marc! social security applications Jan 25, 2021

We have a client who recently applied for Social Security online and after it was complete, realized he entered an old bank routing number and account. Do you know the quickest and most efficient way for him to get that changed? He isn’t starting payments until April, so he should have plenty of tim...

The Benefits Blog

Our client was told by a Social Security representative that she would have to go to a Social Security office to apply for spouse benefits. Is this true? Are there any other options?

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