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NewsTrust 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 ReadingHow to Get the Most Out of a Social Security Analysis
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...
Continue ReadingExplaining 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 ReadingSecurities Service Network Announces Successful Conclusion of 2019 Leadership Forum
-- 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 (“SSN”), an...
Continue ReadingThe American Dream: Paying off Debt before Retirement
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...
Continue ReadingIs 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 ReadingWant more information
At SSN, you get the best of both worlds: a small firm culture with large company resources.
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 ReadingHow to Get the Most Out of a Social Security Analysis
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...
Continue ReadingExplaining 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 ReadingSecurities Service Network Announces Successful Conclusion of 2019 Leadership Forum
-- 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 (“SSN”), an...
Continue ReadingThe American Dream: Paying off Debt before Retirement
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...
Continue ReadingIs 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