Do You Know What Questions are Necessary? Part 1

Met with a new client this week that is close to age 62; she had been referred by a financial advisor. Her’s was an Interesting scenario that we thought would interest our readers.

Husband is older and has been drawing his benefit for almost 8 years. He took an early retirement due to some health issues. Wife met with staff at her local Social Security office and all that they told her was that she did not have enough quarters to qualify for a benefit. So in her mind, it was a done deal. She stayed and home and raised her family as her husband wished and as a result did not qualify based on her Earnings History record.
Her Advisor actually initially contacted us on her behalf to d

Pillars LLC is in the Corinth, MS area but service all 50 states. Roy and Diane are both National Social Security Advisors and Roy is a former CPA of over 40 years. You may contact them at, on their website at or call at 601-954-0699. KNOW before you GO!!

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