May 28, 2024 | SML Planning Minute Podcast, Company News
Episode 283 – Mistakes are commonly made on life insurance policy beneficiary designations. Life events also necessitate changes, which is why regular reviews are important. Here are 5 of the 10 most common mistakes.
May 23, 2024 | Company News
Binghamton Mayor Jared M. Kraham, alongside local leaders, proclaimed the week of June 3, 2024, “Security Mutual Week,” in the City of Binghamton. The proclamation recognizes the many ways Security Mutual Life has given back to its local community and beyond.
May 21, 2024 | SML Planning Minute Podcast, Company News, Retirement Planning
Episode 282 – The IRS, again, provides relief to individuals who inherited traditional IRAs and waives 2024 required minimum distributions for IRAs inherited in 2020 or later.
May 14, 2024 | SML Planning Minute Podcast, Personal Planning, Company News
Episode 281 – If you’re married, do you rely solely on your spouse (particularly your husband) to make financial decisions? Don’t! Avoid the widowhood penalty!
May 7, 2024 | SML Planning Minute Podcast, Company News
Episode 280 – The death of O.J. Simpson in April raises a lot of questions. How much money did he really have? And where will it all go?
Apr 30, 2024 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 279 – Estate planning is the process of protecting your wealth and transferring a legacy to your heirs in the manner you wish. Everyone needs an estate plan regardless of wealth or lack of exposure to estate taxes.