The market (Dow Jones average) had a good steady month.
Our fund, VDADX, was up about 2.8%.
SCORECARD
Willie had a month end balance of $201,366.98. His monthly benefit check (including the COLA) would be $2,203.99 if he changed his mind and decided to file for benefits at this time.
Irma deposited the $2011 check and withdrew $2413 from her existing account, so her net total is $234,518.37. Her Social Security investment account now has $33,151.39.
Sam used his benefit check to supply $1583.24 of his monthly expenses. His untouched IRA account sat at $235,447.93.