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Tampa Tax Savvy Forum Recap

Tampa Tax Savvy Forum Recap

We recently held our first Tax Savvy Forum of the year in Tampa, Florida, where SSN Financial Professionals learned how strategic tax planning complements the broader retirement planning process. SSN’s Practice Development Specialist Corey Keltner kicked off the event...

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Knowing the Rules

Knowing the Rules

Financial professionals often hang their value proposition on a phenomenon that for the most part is outside their control: portfolio gains. The laws of probability tell us that markets go up over time, but when they do and by how much is unpredictable. The rules that...

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How to fill the Tax Planning Gap

How to fill the Tax Planning Gap

When saving for retirement, most investors focus on their top-line number or “How much money do I have?” And while the accumulation of assets is no doubt a huge factor when trying to meet financial goals, that pursuit sometimes creates a blind spot to an equally...

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