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Annual Charity Golf Tournament Raises $46,500 for Children, Families and Veterans
The 20th Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament was a great success, and today Security Mutual Life had the honor of announcing the Tournament results: $46,500 raised to benefit children, families and U.S. military veterans in Broome County. Continue Reading Annual Charity Golf Tournament Raises $46,500 for Children, Families and Veterans
Build Back Better Tax Proposals – Part 2: Estate & Gift Taxes
Episode 145 – The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth individuals and small-business owners. We have created a three-part podcast series summarizing these provisions to help you consider how they may affect your financial objectives so you can start preparing for change while there is still an opportunity to do so. In this Part 2 episode, we’ll cover the proposals that affect estate and gift taxes. Continue Reading Build Back Better Tax Proposals – Part 2: Estate & Gift Taxes
Build Back Better Tax Proposals – Part 1: Income Taxes
Episode 144 – The House recently released its tax proposals to fund the $3.5 trillion Build Back Better Act. Many provisions will impact high-income, high-net-worth individuals and small-business owners. We have created a three-part podcast series summarizing these provisions to help you consider how they may affect your financial objectives so you can start preparing for change while there is still an opportunity to do so. In this Part 1 episode, we’ll begin with income taxes. Continue Reading Build Back Better Tax Proposals – Part 1: Income Taxes
Getting Life Insurance Is Easier Than It Used to Be
Episode 143 – September is a great time to be thinking about life insurance, and today we celebrate the fact that getting life insurance is much quicker and easier than it was even just a few years ago. Continue Reading Getting Life Insurance Is Easier Than It Used to Be
The Life Insurance Wealth Gap
Episode 142 – America’s wealth gap has gotten a lot of attention lately, but did you know that it is even more pronounced when you factor in life insurance? Continue Reading The Life Insurance Wealth Gap
Do You Really Know How Much Your Business is Worth? Why You Need a Business Valuation.
Episode 141 – Most business owners don’t know the true value of their company, but they need to, for a variety of reasons including business, estate and personal planning. See how your Security Mutual Life insurance advisor can help with the planning and the valuation. Continue Reading Do You Really Know How Much Your Business is Worth? Why You Need a Business Valuation.
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Security Mutual offers specific tools, products and solutions that can help our policyholders achieve the long-term financial security goals they have set for themselves, their families and their businesses.
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ClientLine® covers an array of financial planning topics including estate planning, tax issues, business marketing ideas and more.
Our September Issue Features:
- Financing Your New Small Business
- RMDs Return for 2021
- What to Know About 401(k)s
- Cryptocurrency Basics
- Employee vs. Independent Contractor
