Barron's | This Is the Most Important Social Security Decision You’ll Make

Published: September 9, 2022

Consider also that couples have a bigger chance of longevity between the two of them, while most break-even calculations focus only on the individual, says Martha Shedden, president and co-founder of the National Association of Registered Social Security Analysts. In reality, couples need to coordinate their claiming strategies.

Sage Money Conversations Podcast | What Advisors Don’t Tell You About Social Security

Published: August 17, 2022

The average household loses over $110K of Social Security benefits over their lifetime. Why? Social Security has 2700 rules, and their agents are not allowed to offer advice. Martha Shedden, NARSSA’s President & Co-Founder talks with host Barbara Norman about some of the loopholes, what they mean to you, and where to get help. This episode is a great learning opportunity – even if you think you don’t qualify!

Dollar Wise Podcast | How To Claim Social Security Without Losing Money

Published: August 15, 2022

Social security might be your largest asset in retirement, but how long will it last? And how can you increase the money you receive when you retire? When you don’t know what you’re entitled to, you might leave more money on the table than you think. Catherine from HFM Investment Advisors and Martha Shedden have a conversation about what you must know about Social Security so that you can get as much money as possible during retirement.

Yahoo Finance | Retirees going back to work face the Social Security earnings test

Published: August 14, 2022

“The Social Security earnings test is problematic even without the pandemic, but it’s even more pronounced now,” Martha Shedden, president of the National Association of Registered Social Security Analysts (NARSSA), which has trained more than 3,000 advisors on how to help their clients make optimal Social Security decisions, told Yahoo Money. “There are quite a few people out there dealing with this because of what’s happened in the past almost three years.”

WealthManagement.com | Five Things Advisors Get Wrong About Social Security

Published: August 8, 2022

That doesn’t mean advisors are getting everything right about Social Security and its complex rules. I asked Martha Shedden, president of the National Association of Registered Social Security Analysts (NARSSA), which has trained more than 3,000 advisors on how to work with clients on Social Security decisions, what errors advisors often make when guiding their clients on Social Security decisions are. Here are the five most common advisor errors and misunderstandings that she has observed.

Financial Advisor Magazine | Retirees On Track For 11.4% Social Security Raise In 2023

Published: August 8, 2022

“Right now, the latest estimate I’ve seen is a little over 9%,” Shedden said. “It’s a difficult situation for retirees when inflation is increasing as much as it is today. The COLA adjustment is calculated on one moment in time, based on the year before. We all thought the 5.9% increase was pretty high last year, and look what’s happened.” The National Association of Registered Social Security Analysts has trained more than 3,300 advisors and other financial professionals for the Social Security Analyst certification since it was founded in 2017…