Fact Finding: helping people who need to know
something and don't have time to learn

Social Security Maze


  • The problem:

Here I needed to find out what is involved in a retiring 64-year old applying for Social Security and Medicare and provided whatever would be required to support informed decision-making.


  • Our Outcome:

Using the internet and phone interviews, I researched the pro and con considerations for retiring at 65 vs. waiting till age 67 or higher, found the formulas for a variety of health coverage options for Medicare recipients, and wrote a how-to package to use in making informed choices.


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