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Social Security &
Your Financial Future:

Understanding, Planning, and Filing    
Made Simple
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J. Davis
What We Do

Educational and Coaching Services on Retirement and Medicare Benefits

Filing for Social Security and Medicare benefits can be one of the most daunting experiences a person can face in their lifetime. Our goal is “Making IT Simple.”

Every day thousands of seniors struggle to navigate the confusing world of Social Security. We are deeply committed  to helping seniors access the benefits they’ve earned — without the stress and paperwork.

Online training sessions and workshops are offered and scheduled as determined by coach.  These group sessions may include 10 or more people. Individual coaching sessions are offered, by appointment only. 

During these sessions, an experienced coach will introduce you to your earnings record, Social Security retirement and Medicare filing requirements.

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Our Services

MAKING IT SIMPLE is a non-profit 501 (C) (3) public charity organization that offers coaching and educational services to seniors filing for Social Security Retirement and Medicare Benefits.  Our mission is to empower older adults by making social security easy to understand and accessible.  

Retirement

Assisting you with filing your application online as early as age 62.
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Medicare

Medicare under Retirement starts at age 65. Simple process to file online.
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Experienced Coach

Offering you Individualized Detailed Options
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Secure Account

Helping you set up your My SSA account online. Account is secure and offered at SSA.gov
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Medicare Enrollment

When to enroll? Three (3) Medicare Enrollment Periods: Initial (IEP), Special (SEP) and General (GEP).
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Work and Earnings

Limited earnings from work until you reach Full Retirement Age (FRA).
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Need Our Support?

Making It Simple is doing business as: Social Security Basics online. Utilizing our services and support is the best solution to understanding the basics of Social Security Retirement and Medicare. Coach available to assist you through the process.

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* MAKING IT SIMPLE is doing business as (DBA) “Social Security Basics Online.” The website is meant for educational and general information only. It does not provide tax, legal or financial advice. Please consult with your own advisors for personalized advice around your specific situation. J Davis, Business Owner of Making it Simple is not endorsed by the Social Security Administration. Making it Simple is a non-profit company providing educational information to the public. All information on this website is found free of charge @ SSA.gov.