Social Security/Medicare

Social Security Income (SSI) is one of the most pressing issues faced by millions of people as they transition into and through retirement. 

In order to meet our client concerns head-on, we have joined forces with a 35-year Social Security Administration veteran, Kurt Czarnowski. In this consulting role, Kurt will offer his expertise to Safe Harbor’s clients. This complimentary benefit will help you pursue your overall retirement goals by helping to clear up any confusion caused by the ever-changing Social Security rules and regulations. 

Your Social Security Income is a private matter, and through our partnership with Kurt, you will no longer have to speak with a stranger unfamiliar with your particular financial circumstances at your local SSA branch office. As a client of our firm, you have access to this unique benefit on an ongoing basis. Give us a call or send us an e-mail to get your Social Security questions answered today.

Frequently Asked Social Security Questions

  • Am I eligible to receive Social Security Income? 
  • How much income can I expect to receive?
  • What is the best option for me and my family?
  • When should I start taking Social Security Income?
  • Will my spouse receive my SSI when I am gone?

In a survey conducted by the National Council on Aging, only 46% of seniors said they understand Medicare and how it works. Are you one of them?

Yes, it’s true, most baby boomers say they don’t know much about the government health care program known as Medicare. With 10,000 baby boomers retiring each day, this lack of knowledge could cause millions of retirees to overpay for their health insurance, or even worse, not obtain the appropriate coverage to protect themselves and their families. But where can you go to find such information?

Safe Harbor has seen firsthand how difficult it is for pre-retirees and retirees to learn the intricacies of Medicare, and that is why we have teamed up with the volunteer group known as SHINE. The local SHINE experts offer free, objective advice to people on the verge of retirement, and we can help guide you to the right place. 

Frequently Asked Medicare Questions

  • What is the difference between parts A, B, C, and D? 
  • Is there a penalty for not applying for coverage on time? 
  • When is open enrollment and how does it work?
  • Are certain Medicare plans more expensive than others?
  • How do I know if my current plan is right for me?