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School of Social Security & Medicare

Double Header: Social Security & Medicare

Double Header: Social Security and Medicare (9/10/2019)

Speaker: Patricia Burris, CFP®, Meld Financial Tuesday, September 10, 2019 from 6:15 to 8:00 PM at Birmingham Botanical Gardens

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How Unhealthy is Social Security?

You may have heard about the status of Social Security in the news lately, much of which was presented as bad news. This was initiated because the Social Security Board of Trustees released their annual report to the public on Monday, April 22, 2019.


Tips for Getting the Most from Medicare and Lowering Your Costs

If you are already on Medicare, or getting ready to enroll, you want to make sure you take advantage of the benefits offered, without increasing your costs. There may be ways you can lower your out-of-pocket expenses as well.

Meld University presents Social Security Filing Strategies

Social Security and Medicare Cost-of-Living Adjustments for 2019

By Patricia L. Burris, CFP®, Vice President, Corporate & Retirement Plan Services Provided by Meld University Upcoming Event: Click here for details and to register for our next Meld University event: Savvy Social Security Planning for Baby Boomers. The class will be held on Tuesday, August 20th at Greystone Golf & Country Club, Founder’s Clubhouse. There [...]

Meld University presents Social Security Filing Strategies

What is Your Social Security Full Retirement Age and Why it Matters?

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).

Medicare Cars are Changing - New Medicare Card vs Old Medicare Card

New Medicare Cards Arriving Soon

The government is updating Medicare cards to remove Social Security Numbers and replace them with Medicare Beneficiary Identifiers. Do you have yours?

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