Am I eligible for spousal social security benefits? | Covenant Wealth Advisors
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Do I Qualify for Social Security Benefits as a Spouse? [New for 2023]

Understanding Social Security spousal benefits is important. But how can you know if you are eligible for spousal social security benefits?

This FREE flowchart covers important qualifications for Social Security benefits as a spouse. The flowchart covers many questions regarding your spousal Social Security benefits including:

  • Is your spouse eligible for Social Security on their work record?

  • Do you have a child collecting dependent care?

  • Age based eligibility

  • Can you collect Social Security based on your own work record?

  • Are you currently married?

Get our FREE spousal social security benefits checklist now.

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Spousal social security benefits workflow
Spousal social security benefits checklist

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Disclosures: Covenant Wealth Advisors is a fully independent, fee-only wealth management firm and registered investment advisor located in Richmond and Williamsburg, VA. We are a fiduciary. This means we must always put client interests ahead of our own. We are also a fee-only firm. This means we never receive commissions or third party payments and are only compensated by our clients for advice.

 

Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital.The views and opinions expressed in this content as of the date of the posting, are subject to change based on market and other conditions. Nothing is intended to be, and you should not consider anything to be, investment, accounting, tax or legal advice. If you would like accounting, tax or legal advice, you should consult with your own accountants, or attorneys regarding your individual circumstances and needs. No advice may be rendered by Covenant Wealth Advisors unless a client service agreement is in place.

 

Copyright © 2020 Covenant Wealth Advisors, All rights reserved. Investment advisory and financial planning services provided by Covenant Wealth Advisors, a registered investment advisor.

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Services offered by Covenant Wealth Advisors, a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Registration of an investment advisor does not imply a certain level of skill or training. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Investments involve risk and there is no guarantee that investments will appreciate. Past performance is not indicative of future results. By entering your info into our forms, you are consenting to receive our email newsletter and/or calls regarding our products and services from Covenant Wealth Advisors.. This agreement is not a condition to proceed forward. Case studies presented are purely hypothetical examples only and do not represent actual clients or results. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed.

 

*Award Winning: Covenant Wealth Advisors was awarded the #1 fastest growing company by RichmondBizSense in 2020 based on three year annual revenue growth ending December 31st, 2019. Expertise.com voted Covenant Wealth Advisors as the best financial advisor in Williamsburg, VA for 2021 and 2022 based on their proprietary selection process.  Forbes Best-In-State Wealth Advisor full ranking disclosure. Read more about Forbes ranking and methodology here.

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