CatherineAllen-Carlozo
Hfm Investment Advisors, LLC
102 West High Street Suite 200
Glassboro, NJ 08028, US
856-232-2270
Catherine Allen-Carlozo is an RSSA and has received training in Social Security regulations, including claiming strategies for different situations. After taking the comprehensive course, Catherine Allen-Carlozo has passed a proctored exam in order to earn the RSSA credential. Determining when to claim your Social Security benefits can be challenging. Catherine Allen-Carlozo, Registered Social Security Analyst® will help you navigate these pitfalls and answer questions you don’t know to ask. Catherine Allen-Carlozo, RSSA will balance your Social Security choices with your overall retirement planning, so that you also have peace of mind. Speak with Catherine Allen-Carlozo — a trained expert — for a consultation. If you decide to engage Catherine Allen-Carlozo, you’ll receive a comprehensive personalized analysis and advice that may provide you with thousands or tens of thousands more in lifetime benefits.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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