SS assistance
Hi Terry, my husband has just passed away and I Need advice on survival benefits and also the name of the expert you mentioned today on the radio for SS medicre supplemental as I would like to retire in the near future.
Your reply is greatly appreciated.
Thank you,
Terry Says
So sorry for your loss. Now you must take charge.
Re SS, please read this first: https://www.ssa.gov/sf/FactSheets/WomenandSSrev1.pdf
And my recommended Medicare advisor is Thom Dillon at https://www.jtmedicaresolutions.com/
Make sure you check your credit report and his to see what accounts are opened in your name. Do that at
www.AnnnualCreditReport.com. Close unnecessary accounts and remove his name from joint accounts. Make sure you have credit in your own name, not just as a user on his cards!
And it’s time for you to update your own estate plan. Lots to do. It will keep you busy!
