Kate Spilsbury
Mere
9428 Baymeadows Rd Ste 502-26
Jacksonville, FL 32256, US
Affiliations
Professional Profile
Kate Spilsbury, RSSA®, has been a trusted guide in health insurance and retirement planning since she was licensed in 2007, starting her journey in helping others in 2010. She specializes in Medicare, ACA Marketplace, and especially in understanding Social Security benefits, making complicated topics simple for everyone. Kate has led seminars on key subjects like Medicare, getting ready for retirement, managing debt, safeguarding businesses, funding senior living, and planning estates.
Kate’s role as an RSSA (Registered Social Security Analyst®) means she’s trained in the rules of Social Security and knows the best times and ways for people to claim their benefits. She completed a detailed course and passed an exam to get this special title. Kate helps people figure out when to start their Social Security benefits, blending this choice with their broader retirement plans. This approach ensures peace of mind and could mean getting thousands more in benefits over a lifetime.
If you’re looking at retirement soon and have questions, Kate Spilsbury is ready to help. She offers personalized advice that considers your whole financial picture, aiming to maximize your benefits and secure your future.
Areas of Expertise
- Insurance Agent
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.
