✅ 2026 Social Security Quick Reference Guide
Key numbers and information in one place.
✅ Retirement Benefits Checklist
Questions to consider before claiming your own benefit.
✅ Benefit Reduction Guide
Understand when and why benefits may be reduced.
✅ Spousal Benefits Checklist
See when benefits based on a spouse's record may apply.
✅ Survivor Benefits Checklist
Understand some of the important rules after the loss of a spouse.
✅ Divorced Spouse Benefits Checklist
Learn when an ex-spouse's record could potentially provide benefits.
Financial Planner and Host of The Simply Retirement Podcast
I’ve spent much of my career helping women understand the financial decisions that can shape their retirement. Social Security is an important part of that picture, but the rules can be confusing, especially when it comes to spousal, survivor, and divorced-spouse benefits.
I created these guides to make Social Security easier to understand and to help you know the questions to ask as you make decisions about your retirement.
Because better retirement decisions start with asking the right questions.
"I would not be the man I am today without the women in my life."
201 W Virginia Street, Suite 102 | McKinney, TX 75069
All investing involves risk, including loss of principal. There is no guarantee the investment process will lead to profits. Past performance of any security or strategy is no guarantee or indication of future results or performance. Market conditions change continuously.
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Blake Wealth Management and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
RFG Advisory Part 3 Form CRS, RFG Advisory Form ADV Part 2A, Investment Advisor Public Disclosure, RFG Advisory Privacy Policy.
