Laurie Bodisch
RSSA®, CTFA™
Her Wealth Coach®
61 S Pin Oak Dr
Boiling Springs, PA 17007, US
Professional Details
With over 30 years of experience in wealth management, investment strategy, trust services, and financial education, I help clients make informed, confident decisions about Social Security – especially during the most critical transition years of retirement.
As a Registered Social Security Analyst® (RSSA®), I specialize in creating personalized Social Security optimization strategies using the proprietary RSSA Roadmap® software and your actual Social Security Earnings Record. My goal is simple: to help you stop guessing and start planning with clarity.
My practice focuses on professional women, high-earning couples, and individuals facing complex situations, such as divorce, survivor benefits, or late retirement. Whether you already have a financial advisor or are navigating this on your own, my process is designed to support you with empathy, transparency, and real data.
Areas of Expertise
- CFP
- Financial Education Specialist
- Financial Professional
- Investment Advisor
- Retirement Specialist
- Wealth Manager
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’re entitled to.
$111,000 Average 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.
