Social Security Claiming Strategies
4 views | +0 today
Follow
Your new post is loading...
Your new post is loading...
Scooped by Karen Chan
Scoop.it!

Tell Clients: Time to Pay Off the Mortgage

Tell Clients: Time to Pay Off the Mortgage | Social Security Claiming Strategies | Scoop.it
The move could offer a simple way to cut risk and boost returns, but many advisors don t see it that way. Here s why they should.
Karen Chan's insight:

Allan Roth is someone whose work I respect, so I read with interest his rationale for why paying off (or paying down) a mortgage makes sense in today's economic environment.  

more...
No comment yet.
Scooped by Karen Chan
Scoop.it!

Mastering the Social Security Timing Game

Mastering the Social Security Timing Game | Social Security Claiming Strategies | Scoop.it
Optimizing Social Security claims is a complex task—and a way that advisors can benefit clients greatly.
Karen Chan's insight:

Which Social Security claiming strategy might work best for you depends on the difference in your ages, according to Michael Fink, Texas Tech University. 

more...
No comment yet.
Scooped by Karen Chan
Scoop.it!

5 Types of Subject Lines to Engage Your Audience

5 Types of Subject Lines to Engage Your Audience | Social Security Claiming Strategies | Scoop.it
Explore 5 subject line types and examples to write engaging subject lines for your email marketing.
Karen Chan's insight:

Practical, easy-to-implement suggestions for getting subscribers to open your email messages and e-newsletters. 

more...
No comment yet.