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Trust but Verify

Trust but Verify By Corey Keltner, Practice Development Specialist Here's a news flash. Workers at the Social Security Administration sometimes make mistakes. It turns out that Social Security is actually pretty complex and even they have a hard time understanding all...

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Explaining Your Planning Process

Explaining Your Planning Process By Corey Keltner, Practice Development Specialist When I look at an advisor website or marketing materials, I often see some things that are concerning to me. Here is an example: Services Tax planning Investment management Retirement...

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Is Social Security Going Bankrupt?

Is Social Security Going Bankrupt? By Corey Keltner, Practice Development Specialist You are likely dealing with prospects and clients regularly who believe Social Security is going to run out of money. Unfortunately, your clients may end up making rash decisions that...

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Trust but Verify

Trust but Verify By Corey Keltner, Practice Development Specialist Here's a news flash. Workers at the Social Security Administration sometimes make mistakes. It turns out that Social Security is actually pretty complex and even they have a hard time understanding all...

Continue Reading

Explaining Your Planning Process

Explaining Your Planning Process By Corey Keltner, Practice Development Specialist When I look at an advisor website or marketing materials, I often see some things that are concerning to me. Here is an example: Services Tax planning Investment management Retirement...

Continue Reading

Is Social Security Going Bankrupt?

Is Social Security Going Bankrupt? By Corey Keltner, Practice Development Specialist You are likely dealing with prospects and clients regularly who believe Social Security is going to run out of money. Unfortunately, your clients may end up making rash decisions that...

Continue Reading

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