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Great Social Security Estimating Tool

Financial Education, Fun Stuff, Retirement SavingsBy Kristi SullivanAugust 11, 2015

Even financial planners have a rough time getting Social Security information.  I recently tried to log in to my Social Security account and was told that an account couldn’t be created for my Social Security Number.  “Please contact us for help!”  So, I called the number, interacted for about 5 minutes with the robot on…

Kristi Sullivan, CFP®, is your trusted partner in financial planning. With 27 years of expertise and a commitment to personalized service, Kristi helps clients navigate the complexities of wealth management, retirement planning, and investment strategies.

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