Tag: financial planning
What the heck is a representative payee? Social Security approves a family member or, less frequently, an organization to receive benefits on behalf of an individual who is old and infirm or has a disability. The representative is required to ensure that the benefits are being used to meet the needs of the person in…
By the time Millennials and Generation Z retire, signing up for Social Security online will no doubt be second nature. It’s been a little rockier for the less technologically adept baby boomers. To get a read on retiring boomers’ experiences, the U.S. Social Security Administration funded a survey designed by Jean-Pierre Aubry at the Center…
