by SSN Marketing | Jun 19, 2019 | Tax Tips
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...
by SSN Marketing | Jun 6, 2019 | Tax Tips
How to Get the Most Out of a Social Security Analysis By Corey Keltner, Practice Development Specialist When you are preparing a retirement plan for a client, you may plug the Social Security information into your planning software and get information as to how Social...
by SSN Marketing | May 28, 2019 | Tax Tips
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...
by SSN Marketing | Apr 10, 2019 | Marketing, Press Release
— Securities Service Network Announces Successful Conclusion of 2019 Leadership Forum — –Annual Conference in Arizona Recognized Contributions Advisors Make to Their Clients — KNOXVILLE, Tenn., April 9, 2019 – Securities Service Network, LLC...
by SSN Marketing | Mar 18, 2019 | Tax Tips
The American Dream: Paying off Debt before Retirement By Corey Keltner, Practice Development Specialist Part of the American Dream is paying off a mortgage and other debt before retirement. But we know that more Americans are carrying debt into retirement. According...
