June 26, 2017

#026: Who To Talk To At Your Social Security Office

#026: Who To Talk To At Your Social Security Office

Social Security benefits are confusing - even for those who work at the SS Office. Often, the person looking for advice is unsure of what information the SS Office needs - or how to communicate it to them. Nancy tells her story of being denied for...

Social Security benefits are confusing - even for those who work at the SS Office.

Often, the person looking for advice is unsure of what information the SS Office needs - or how to communicate it to them.

Nancy tells her story of being denied for Social Security benefits - and how Devin Carroll was able to provide her the advice and documentation to fight for her benefits. The difference was $500 a month in Nancy’s favor.

Contact Devin for help with your Social Security Benefits at http://www.bigpictureretirement.net/about/devin-carroll

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Don’t miss the Big Picture Retirement Planning Cheat Sheet. We've distilled the essential brackets, thresholds, and rules of retirement into an easy-to-digest, three-page summary. https://www.carrolladvisory.com/pl/2148282517 

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Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. 

Contact Devin’s team at https://www.carrolladvisory.com/ 

Contact John’s team at https://www.rossandshoalmire.com/ 

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