The American Dream: Paying off Debt before Retirement

SSN Marketing 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 to a Transamerica Center for Retirement Studies survey: 28% of Retirees had mortgage debt 45% of Retirees had non-mortgage …

Social Security and the Big Financial Planning Picture

SSN Marketing Tax Tips

Social Security and the Big Financial Planning Picture By Corey Keltner, Practice Development Specialist The first Social Security tip I want to discuss relates to the bigger financial planning picture. It’s easy for clients to think that Social Security is just a switch that can be flipped on when they are ready to retire, but we really need to convince …