Need Social Security ANSWERS or HELP Maximizing Your Benefits?
Cindy Lundquist, Career Social Security Expert
Cindy Lundquist has more than four decades of Social Security benefits experience. This includes serving in regional and national positions within the Social Security Administration. She has helped thousands of people navigate the confusing, frustrating, and overwhelming process of working with the SSA.
She regularly consults with the largest government agencies and Fortune 500 companies about maximizing Social Security benefits, Medicare, and related topics. She leads and participates in 100+ Social Security educational events each year.
Individual Retiree Help
Navigating the bureaucracy of the Social Security Administrations is confusing, frustrating, and completely overwhelming. Cindy can help you!
Cindy knows the questions, pitfalls, and problems people experience as they approach retirement.
Advisor Consulting
Cindy partners with Financial Advisors to strengthen client relationships using value-added seminars, training, and resources on Social Security and Medicare benefits.
Cindy will work with you or your firm to customize training for you, your team or clients.
Recent Articles from Cindy
What 2023 Changes to Social Security You Need to Know About
For those who currently collect or are planning to collect Social Security, October 2022 was an important month. Each year, the Social Security Administration (SSA) releases the details on upcoming...
2022 Social Security Updates
What 2022 Changes to Social Security You Need to Know About For those who currently collect or are planning to collect Social Security, October 2021 was an important month. Each year, the Social Security Administration (SSA) releases the...
ALL the Important 2021 Changes to Social Security You Need to Know About
For those who currently collect or are planning to collect Social Security, October 2020 was an important month. Each year, the Social Security Administration (SSA) releases the details on upcoming changes to Social Security benefits for...
7 Important 2020 Changes to Social Security You Need to Know About
For those who currently collect or are planning to collect Social Security October 2019 was an important month. Each year, the Social Security Administration (SSA) releases the details on upcoming changes to Social Security benefits for...
Plan for Your 2019 Changes to Social Security
October is a big month for those who currently collect or are planning to collect Social Security. Each year, the Social Security Administration (SSA) releases the details on upcoming changes to Social Security benefits in the following...
Demystifying Medicare & Disability: How Do Medicare and Disability Work?
Disability is not a subject that we often think about when reviewing Social Security benefits. Optimism could be the culprit - after all, becoming disabled is not something that you think could ever happen to you, especially in your...
How to Start Planning for Maximizing Social Security Retirement Benefits in Your 50’s
Many Baby Boomers struggle with how to prepare for retirement. In many cases, one of their primary concerns is their financial well being after they decide to stop working. Most feel they have not saved enough, and decide to put off...
5 Questions Baby Boomers Should Ask Financial Advisers About Social Security Benefits
Although retirement can seem like a welcome relief to those of us who work long hours, the fact is that you still have to maintain a source of income after you stop working, lest you wind up destitute. For many Americans, Social Security...
What Professional Financial Advisers & Planners Need to Know About Baby Boomers & Social Security Benefits
Social Security benefits can be tricky for people in their 50’s approaching retirement. The conditions are changing and what may have worked for their parents may no longer be an option for Baby Boomers. As a financial planner, your...
7 Important 2018 Changes to Social Security You Need to Know About
October is a big month for those who currently collect or are planning to collect Social Security. Each year, the Social Security Administration (SSA) releases the details on upcoming changes to Social Security benefits in the following...
Does it make sense to use my investments to defer taking my Social Security benefits until age seventy?
If you have investments like a 401(k), traditional IRA, and/or a Roth IRA, drawing these down first to grow your Social Security benefits may be prudent. This is especially true if you want to retire at sixty-two or earlier. The longer...
Regulatory Disclaimer
Cindy Lundquist and her affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.