Our Company News
Teaching Your Kids What You Wish You Had Learned With Hannah Kesler
Episode 348 – Are there things you wished you had learned about money when you were a kid? In today’s episode, special guest Hannah Kesler talks about some of her ideas on how to raise children to become financially savvy adults. Continue Reading Teaching Your Kids What You Wish You Had Learned With Hannah Kesler
Are You an Independent Contractor?
Episode 347 – The U.S. Department of Labor’s constantly changing rules on classifying workers as either independent contractors or employees is creating confusion among employers. What’s the current status? Continue Reading Are You an Independent Contractor?
Does It Make Sense to Reject an Inheritance?
Episode 346 – Does it ever make sense to reject an inheritance? On some occasions, a “qualified disclaimer” can give you a chance to do the right thing, or to avoid a major headache. Continue Reading Does It Make Sense to Reject an Inheritance?
Six Big Mistakes People Make with Their Wills Revisited
Episode 345 – Just having a will is not enough. You need to get the details right. Here are 6 big mistakes we see people making when they structure their wills. Continue Reading Six Big Mistakes People Make with Their Wills Revisited
One Big Beautiful Bill and What It Means to You
Episode 344 – The One Big Beautiful Bill, or OBBB, is now law. The OBBB extended many provisions created in the Tax Cuts and Jobs Act of 2017, or TCJA. We’ll review and summarize some of the key aspects of the OBBB as it pertains to extended TCJA provisions impacting individuals, families and businesses.ration or LLC? What type is best for you? Continue Reading One Big Beautiful Bill and What It Means to You
Security Mutual Life Announces Details for the 24th Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament
30 All-Stars and other celebrities are set to hit a hole-in-one for local charities at the 24th Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament taking place Thursday, August 28, 2025, at The Links at Hiawatha Landing. Continue Reading Security Mutual Life Announces Details for the 24th Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament
What Happens When You Get Audited?
Episode 343 – No one enjoys receiving a letter from the IRS, especially when they open it and realize that their return is being reviewed. The odds are longer than most people realize, but what should you do if this happens to you? Continue Reading What Happens When You Get Audited?
Thinking of Collecting Social Security Early? Not So Fast.
Episode 342 – Thinking of collecting your Social Security at age 62? Watch out for the “Excess Earnings Test.” It’s a bit more complicated than you may realize. Continue Reading Thinking of Collecting Social Security Early? Not So Fast.