I called the national Social Security phone line last week to discuss survivor benefits. (More on that later.) Of course, the person I spoke with could not actually process my claim. Instead, he had to schedule a future telephone appointment to do that, with my local Social Security office. The first available appointment time was in August. Keep that in mind if you need to apply for a benefit that cannot be processed online. Before I called to file a claim, I did a lot of research on what I was about to do. Given my circumstances, determining the optimum filing strategy was quite complicated.
Archives for June 2015
I finally got busy this week doing a lot of work on my retirement spending plan. This has been a work in progress for several years as I have acquired TIPS and I-Bonds as part of my Failsafe Retirement Plan grand strategy. But interesting things are happening (including getting older) and the time has come for me to get more specific with a plan for how I am going to use my retirement assets to provide spending money. I’ll try to explain my logic without giving too much away or boring you.
My siblings and I are trying to encourage and help our mother move out of the Florida house where she has lived for twenty-five years and relocate to a senior independent living community in Virginia. (Truth be told, most of this burden has so far been on the shoulders of my oldest sister.) This is not an easy task but it should be done. Our Mom no longer drives and currently lives alone in a rural Florida community with poor health care options and limited senior resources.
Susan and I are back in Nashville after a weekend in The Villages. The Villages is the world’s largest community for 55+ adults. There are over 100,000 retirees living there. My father is one of them. He turned 90 this past week and his family gathered to celebrate this milestone birthday. We had a great time in two short days. I think my Dad really enjoyed the experience.