Tracey White
Social Security & Insurance Specialist
Wish We Started Sooner
Appleton, WI US
Affiliations
Professional Profile
Tracey White is a passionate advocate for financial literacy and a Registered Social Security Analyst. Since starting her career in the insurance industry in Wimberley, Texas in 2012, Tracey has guided hundreds of Medicare beneficiaries to reduce their insurance costs and achieve financial security. Her ability to communicate effectively with clients and cater to their unique needs is central to her approach.
Tracey’s personal journey, marked by resilience and determination, fuels her commitment to helping others attain financial stability. Raised in Central Texas and recently relocated to Wisconsin with her husband, Travis, and their beloved Chihuahua, Tater Tot, Tracey embodies the values of hard work and dedication. Her mission is to empower individuals with the knowledge to enhance their lives and build a prosperous future.
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.
