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
In the News
What Social Security Beneficiaries Need To Know | Investopedia
March 27, 2026
The future of the Social Security program is largely uncertain. But there are some things recipients should be aware of as we close out 2025 to manage their finances in… Read More
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.
