Our Company News
Security Mutual Life Announces Details for the 23rd Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament
30 All-Stars and other celebrities are set to hit the links for local charities at the 23rd Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament taking place Thursday, August 29, 2024, at The Links at Hiawatha Landing. Continue Reading Security Mutual Life Announces Details for the 23rd Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament
Don’t Make This Million-Dollar Mistake with Your 401(k)!
Episode 292 – Don’t make a million-dollar mistake, as Jeffrey Rolison apparently did, by failing to regularly review and update the beneficiary designation on his company sponsored retirement plan. Continue Reading Don’t Make This Million-Dollar Mistake with Your 401(k)!
Does State Taxation Cause the Wealthy to Move to Different States? – (Revisited)
Episode 291 – States with high income and estate taxes may cause the wealthy to move to another state with one or the other, but not both taxes. Continue Reading Does State Taxation Cause the Wealthy to Move to Different States? – (Revisited)
The U.S. Supreme Court Rules Against the Moores!
Episode 290 – Charles and Kathleen Moore lose their appeal in the U.S. Supreme Court to fight a tax. What does that mean for the wealthy?
Continue Reading The U.S. Supreme Court Rules Against the Moores!
Can Money Buy You Happiness?
Episode 289 – Can money buy you happiness? Scientists have taken a new look at the age-old question.
Continue Reading Can Money Buy You Happiness?
New Study Confirms: 20 Percent of Americans over Age 50 Have No Retirement Savings at All
Episode 288 – A new study by AARP confirms what so many people have long suspected: Retirement insecurity is real. In fact, 20 percent of Americans over age 50 have no retirement savings at all.
Continue Reading New Study Confirms: 20 Percent of Americans over Age 50 Have No Retirement Savings at All
Business Owners: Reach Out to Your Attorney and Insurance Agent Immediately!
Episode 287 – Business owners who have entity purchase or stock redemption buy-sell agreements need to consult with their insurance agents and attorneys immediately, to determine whether their situation is impacted by a recent U.S. Supreme Court decision known as Connelly. Continue Reading Business Owners: Reach Out to Your Attorney and Insurance Agent Immediately!
Why Don’t Schools Teach Financial Literacy?
Episode 286 – A recent study by the National Financial Educators Council (NFEC) reached a startling conclusion: The majority of high school age respondents received a failing grade when it came to basic financial literacy. What can be done about it?
Continue Reading Why Don’t Schools Teach Financial Literacy?