Pat Burris, CFP®

Pat joined Meld Financial in 1997 serving as Vice President Corporate and Retirement Plan Services. In February 2021, she transitioned to a part-time consulting role serving as Meld’s resident Social Security and Medicare Specialist. She has over 40 years in the financial services industry and more than a decade helping clients navigate the maze of Social Security and Medicare. View Pat's LinkedIn Profile. Education: B.S. Accounting, Western New England University, Springfield, MA – 1978, CERTIFIED FINANCIAL PLANNER™ – 2002, Securities Licenses: Series 7 and 63, Life and disability insurance license
A traffic sign with “Medicare Just Ahead” written on it meant to indicate Medicare Planning
Medicare – Are You Paying Too Much Premium?
 October 6, 2020

School of Social Security & Medicare

Pat Burris, CFP® discusses Medicare and the steps you need to take to ensure you aren’t paying too much premium for your Medicare coverage.

Computer with blocks that say "cost of living' to illustrate Social Security Premium and Medicare Cost of Living Adjustment (COLA)
Social Security and Medicare Cost-of-Living Adjustments for 2020
 December 17, 2019

School of Social Security & Medicare

Find out the upcoming adjustments to Social Security and Medicare. Benefits and COLA details are provided so you can prepare for 2020.

Social security medicare retirement text art word jumble
Special Social Security Filing Strategies
 August 9, 2019

School of Social Security & Medicare

If you were born before January 2, 1954 you may be able to have your cake and eat it too regarding Social Security. In this article, we explore this special strategy.

Security Filing Strategies
What is Your Social Security Full Retirement Age and Why It Matters?
 September 14, 2018

School of Social Security & Medicare

The Social Security defines Full Retirement Age (FRA) as the age at which you are entitled to receive your full Social Security benefits known as Primary Insurance Amount (PIA).

Did you know?
Don’t be a Social Security Flunky
 July 18, 2018

School of Social Security & Medicare

Take this short, 5 question quiz to see how your Social Security knowledge stacks up. In March 2018, MassMutual surveyed people age 50 or older and found that 47% of them failed this quiz.

Doctor listening to a piggy bank with a stethoscope - social security questions
Top 6 Questions Doctors Ask When Filing for Social Security
 July 6, 2018

School of Social Security & Medicare

Physicians and other high earners often overlook their Social Security benefits. It may be a small amount compared to your retirement account, but noone wants to leave money on the table.