Our Company News
10 Common Mistakes Made with Life Insurance Beneficiary Designations, Revisited – Part 1
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. Continue Reading 10 Common Mistakes Made with Life Insurance Beneficiary Designations, Revisited – Part 1
City of Binghamton Proclaims “Security Mutual Week”; Sock Out Cancer® Day Proclaimed In New York State
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. Continue Reading City of Binghamton Proclaims “Security Mutual Week”; Sock Out Cancer® Day Proclaimed In New York State
IRS Delays RMD Rules Again
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.
Continue Reading IRS Delays RMD Rules Again
Do You Rely on Your Spouse (Particularly Your Husband) to Make Financial Decisions?
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! Continue Reading Do You Rely on Your Spouse (Particularly Your Husband) to Make Financial Decisions?
What’s Going to Happen with O.J. Simpson’s Estate?
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?
Continue Reading What’s Going to Happen with O.J. Simpson’s Estate?
Why Everyone Needs an Estate Plan
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. Continue Reading Why Everyone Needs an Estate Plan
Making the Right Choices With Your Wealth Revisited
Episode 278 – Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing is not going to work. Continue Reading Making the Right Choices With Your Wealth Revisited
The Social Security Administration (SSA) Gets It Right
Episode 277 – After many years, the Social Security Administration (SSA) has finally taken steps to fix the problem it has referred to as “clawback cruelty.” Continue Reading The Social Security Administration (SSA) Gets It Right