Articles
An In-Depth Case Study on Social Security Taxation
When you take a serious look at the nuts and bolts of Social Security taxation, the results are staggering. And so is the amount of money you can save if you plan properly. And by planning properly, we mean that you can save a great deal of money in taxes...
Social Security—A Single Life Only Benefit
You look into the future. You picture yourselves as a couple who has worked together, accumulated your assets together, and combined your incomes to create your lifestyle for your “golden years.” It’s been a productive life and you live within your means. It appears...
When Term Insurance Is Your Choice
Term insurance is easy to understand. You pay the premiums and you have life insurance . . . no bells, no whistles. However, term products can differ. So it pays to compare different term products to your personal financial objectives.
Planning for College? Consider This Option
Will your children or grandchildren be prepared for retirement in 40 to 60 years? Are they too young for you to think about that? Perhaps not. Can they count on Social Security? Can they count on their employer providing a retirement plan or the stock market...
The 5 Most Common Mistakes When Claiming Social Security
When it comes to claiming Social Security, one thing is abundantly clear: every situation is different. And that’s a big reason so many people end up confused. by William F. Rainaldi, CFP® Regional Vice President
The Dow Dips
"It was the scariest day on Wall Street in years." That's how CNN described the Dow dip that took place on February 5. However, the stock market is known for these "dips," and the February 5 dip was not a once-in-a-lifetime event. So how do you help protect yourself...
Change Creates Opportunity
If change creates opportunity, then this year should be one for the record books. Three days before Christmas, the Tax Cuts and Jobs Act became the law of the land. Good news for business owners: The corporate tax rate was literally sliced from 35 percent to 21...
When Tea for Two Becomes Tea for One…
We recognize that the cost of living is not going down. Yet, retirement plan distribution options often provide a smaller benefit to the surviving spouse. Even our Social Security benefits are reduced to the surviving spouse. So how can you help protect against loss...
The Business Owner’s Trio of Legacy Issues
If you own a small business, you play many roles and carry many responsibilities. And then there is your legacy to consider. What happens to your business when you are gone? You and your Security Mutual representative can create a plan to help you manage and protect...
It’s Inevitable
We insure against events that we can exercise some control over preventing . . . accidents, theft, fire. We even insure our pets. So why do so many of us avoid insuring against that other inevitable event . . . death? The potential for financial AND emotional loss is...
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