Aug 8, 2023 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 241 – Whether you’re hoping to achieve financial independence and retire early as part of the FIRE movement or later, Millennials and members of Gen Z and Gen X need to prepare for retirement now.
Jul 11, 2023 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 237 – Retirement confidence is eroding in America. What can you do about it?
Jun 6, 2023 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 233 – According to a new study, a shocking 41% of people withdraw, rather than roll over, their 401(k) balances when leaving their jobs.
Jun 29, 2020 | COVID 19 Information, Company News, Retirement Planning
Required Minimum Distributions for 2020 Revisited Prior to the COVID-19 pandemic, the biggest news was the enactment of the SECURE (“Setting Every Community Up for Retirement Enhancement”) Act on December 20, 2019, which deeply impacted retirement plans and IRA...
May 13, 2019 | Company News, Retirement Planning
With Security Mutual Life’s Security Designer WL4U® whole life insurance products, you can leave a legacy in the form of a death benefit to your heirs, plus participating whole life guarantees can add an element of certainty to your financial plan. Download The Full...
Apr 2, 2019 | Company News, Retirement Planning
Is it better to purchase a depreciating asset or one that appreciates in value? Either way, we have an answer. Using the Section 179 Deduction is a good option if you need a vehicle or equipment. An employer-sponsored retirement plan is a good alternative if you’re...