Get the Complete Social Security Planning Toolkit
Companion Tools for The Truth About Social Security Series
You’ve read the book. Now it’s time to put it into action.
We created a suite of 11 practical tools to help you make smarter Social Security decisions with clarity and confidence. These tools are designed to walk alongside The Truth About Social Security series and guide you through the real-world choices that affect your retirement income.
Enter your first name and email below to get instant, free access.
Social Security is not a one-size-fits-all decision. The choices you make can impact your income for decades.
That's why we've created these tools. They help you avoid costly mistakes, see the real financial impact of your decisions, and build a clear, personalized claiming strategy.
And all of this BEFORE you make your final decision.
Spousal & Survivor Strategy Optimizer
Make smarter claiming decisions as a couple. See when each spouse should claim and how to maximize lifetime and survivor benefits.
Divorce Benefits Checker
Find out if you qualify for benefits based on an ex-spouse’s record, including eligibility for up to 50% after a 10-year marriage.
Earnings Test Calculator
Understand exactly how working while claiming early affects your benefits, and when withheld amounts are returned.
“What’s My Number?” Estimator
Estimate your Full Retirement Age benefit based on your earnings history, even if you don’t have your SSA statement.
COLA Projection Tool
See how cost-of-living adjustments compound over time and how delaying increases your future income.
Tax Impact Calculator
Estimate how much of your Social Security may be taxed based on your total retirement income.
“Will My Money Last?” Longevity Planner
Project how long your savings may last and reduce the risk of running out of money.
Pension + Social Security Coordination Tool
Understand how WEP and GPO may affect your benefits if you have a government or non-covered pension.
Medicare & Social Security Coordination Guide
See how your claiming decisions can impact Medicare premiums, including IRMAA thresholds.
“My Social Security” Action Checklist
Make sure you’ve covered the essentials, from verifying your earnings record to setting up your SSA account.
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No spam. No pressure. Just clear, practical tools to help you make one of the most important financial decisions of your life.