Wendy Barnett
That Social Security Gal
That Social Security Gal
Los Gatos, CA US
Professional Profile
I am the founder and owner of That Social Security Gal because I love assisting others, just like me, understand the maze of Social Security. After becoming eligible for Social Security and Medicare, I became a proud Registered Social Security Analyst. I have tools at my fingertips to unwind the complexities and give you a simple format to make a decision that could effect your lifetime income. I can also refer you to trusted partners that specialize in Medicare options. Start by scheduling a call with me or going to the RSSA Roadmap link on my website to establish an account. Can’t wait to talk to you.
Areas of Expertise
- Other
Real Stories from Real People
Most People Leave Money on the Table
96%
Don't Optimize
Very few people get all the Social Security they deserve.
$111,000
Is Lost
The average household is losing $111,000 in potential income.
1 Chance
To Claim
Social Security gives you one chance to get it right – forever.
Maximize Your Benefits
Discover important information for your situation.
Married
If you are married, you may be able to collect up to one-half of your spouse’s Social Security benefit. This won’t affect your spouse’s checks. Ask an RSSA® for details.
Divorced
If you are divorced and 62 or older, you may qualify to receive Social Security benefits from your ex-spouse — in addition to your own Social Security payments. Ask an RSSA® for details.
Widowed
If your spouse has passed away, you may be eligible for a survivor benefit. The extra money may be essential for you. Ask an RSSA® for details.
Single
If you are single, and solely responsible for your retirement, making the optimal Social Security claiming decision is particularly important. Ask an RSSA® about your options.
Self-Employed
As a self-employed person, you may be able to decrease your payroll taxes — yet still receive the maximum income from Social Security. Ask an RSSA® for details.
Disability
Social Security can provide valuable disability benefits if you qualify, but these benefits — and how you qualify for them — are often misunderstood. Ask an RSSA® for details.
Immigrant
If you are a lawful permanent resident, but not yet a citizen, you may still qualify for Social Security benefits. Ask an RSSA® for details.
Wendy was friendly and informative during our stay at her rental property, and we appreciated her professional attention to detail.
Wendy distilled us our social security information into a tangible package and helped us formulate a plan of action. We feel better prepared to make informed decisions regarding claiming social security benefits. Thanks Wendy!
Wendy was fabulous! Well worth the time to meet with her. During my review, Wendy made me aware I will be able to retire earlier than I expected!! Thanks for your help Wendy!😀
The Social Security GAL provided some new insights on our SS benefits and timing. They delivered a comprehensive package based on our unique situation and discussed the outcomes, key assumptions, and optimal solutions. As a result, our plan is now to start taking benefits a couple of years early to maximize our benefits. Thanks Wendy!