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 | 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...
by SSN Marketing | Mar 13, 2019 | Tax Tips
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...
by SSN Marketing | Feb 28, 2019 | Tax Tips
Social Security Taxation By Corey Keltner, Practice Development Specialist Today I would like to discuss a misunderstood concept about how Social Security taxation actually works. Understanding this concept can help clients reduce or avoid Social Security taxes in...
