Our Company News
Investment Scams Are Becoming More Sophisticated
Episode 285 – Once again, the IRS has come out with its “Dirty Dozen” tax scams. Don’t be a victim!
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10 Common Mistakes Made with Life Insurance Beneficiary Designations, Revisited – Part 2
Episode 284 – 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 more of the most common mistakes. Continue Reading 10 Common Mistakes Made with Life Insurance Beneficiary Designations, Revisited – Part 2
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.
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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?
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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