Optimize your benefits with advice.
The average household loses over $110,000 in potential income by making the wrong Social Security claiming decisions. I can help you get the money you earned and are entitled to.
-Karin McKerahan
Don’t lose out on hundreds of thousands of dollars in lifetime benefits by making the wrong decision.
You may be able to collect up to one-half of your spouse’s benefits.
You may qualify for Social Security Disability Insurance benefits.
You may decrease your payroll taxes and still receive maximum benefits.
You may qualify to receive Social Security benefits from your ex-spouse.
You may qualify to receive survivor benefits that are greater than your own.
If you are a lawful permanent resident, you may qualify for Social Security.
With hundreds (and sometimes thousands) of filing options, getting the most from Social Security can be a complex decision. As a Registered Social Security Analyst, I can help you answer common retirement questions like:
At the completion of your analysis, you will be provided with a comprehensive planning report outlining your benefit considerations in a way you can easily understand; with instructions for when and how to file, calculations, definitions, and much more.
Located in Murrieta, California, Karin McKerahan has been an independent fee-only financial advisor for over 20 years, operating her own boutique planning & investment management firm. Seeing the increasing need for Social Security advice, she recently completed a comprehensive training curriculum in Social Security regulations and claiming strategies and passed a proctored exam in order to earn the RSSA® credential. Determining when to claim your Social Security benefits is challenging, but Karin can help you navigate your claiming options and answer questions you didn’t know to ask. She will balance your Social Security choices with your overall retirement plan so that you have peace of mind. Contact Karin McKerahan for details on her Social Security analysis service if you're interested in a comprehensive, personalized analysis that may provide you with tens of thousands more in lifetime benefits.