Our Approach
We believe Social Security education should be practical, accessible, and built with the communities it serves.
That means our materials are:
Plain-language
We avoid unnecessary jargon and explain key decisions clearly.
Community-informed and Person-centered
We use focus groups and user testing to make sure the resources reflect real questions, concerns, and lived experiences.
Culturally relevant
We work with trusted partners to inform our work and reach multicultural audiences through organizations and media channels people already know.
Action-oriented
We help people prepare for real decisions, not just understand abstract rules.
Shareable
Our tools are designed for individuals, families, community organizations, presenters, and stakeholders who want to help more people plan with confidence.
Who This Is For
This project is designed for:
Adults approaching retirement
Low- and moderate-income workers
Families helping loved ones plan for retirement
Families who have lost a breadwinner
Disabled workers
Community-based organizations
Financial coaches and counselors
Workforce organizations
Senior-serving organizations
Media and outreach partners
Advocates focused on retirement security and economic mobility
Project Goals
Through this initiative, we aim to:
Increase awareness of Social Security claiming options
Help pre-retirees better understand how timing affects benefits
Reduce stress and confusion around claiming decisions and Social Security’s future
Shed light on Social Security’s future solvency concerns and how it can be solved
Equip families with tools for informed conversations
Support community organizations with ready-to-use educational materials
Reach tens of thousands of Californians through outreach, media, and partnership
