Our Company News
Will Future Retirees be Able to Maintain Their Living Standard?
Episode 253 – Two recent reports paint a scary financial picture for many future retirees. But how bad is the situation really? Continue Reading Will Future Retirees be Able to Maintain Their Living Standard?
Are Roth Conversions Right for Everyone?
Episode 252 – We’ve been bombarded by mass media touting the benefits of doing a Roth conversion, but they may not be right for everyone. Continue Reading Are Roth Conversions Right for Everyone?
Annual Charity Golf Tournament Raises $37,000 For Children, Families and Veterans
Binghamton, NY (October 19, 2023) – The 22nd Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament was a huge success, bringing together the community to help raise $37,000 to benefit children, families, and U.S. military veterans in Broome County. Security Mutual...
What are Student Borrowers Going to Do?
Episode 251 – A recent survey found that 62% of people with student debt plan on “boycotting” their future payments. Is that a good idea? Continue Reading What are Student Borrowers Going to Do?
Plan Today for Tax Changes that May be Coming in 2026
Episode 250 – The Tax Cuts and Jobs Act of 2017 is scheduled to expire in a little over two years. Now might be a good time to start planning for a potential tax law change. Continue Reading Plan Today for Tax Changes that May be Coming in 2026
IRS Puts Moratorium on a Popular Tax Program Until at Least Next Year
Episode 249 – The IRS recently announced a moratorium on the popular Employee Retention Credit (ERC) tax program. What happens now? Continue Reading IRS Puts Moratorium on a Popular Tax Program Until at Least Next Year
Finally: Aretha Franklin’s Estate is Finally Resolved
Episode 248 – Aretha Franklin’s long-running drama over her will has finally been resolved. There are lessons here for everyone. Continue Reading Finally: Aretha Franklin’s Estate is Finally Resolved
IRS Delays Roth Catch-Up Provision Mandated by SECURE 2.0
Episode 247 – IRS delays the SECURE 2.0 requirement for catch-up contributions for highly paid employees age 50 and over to be made as Roth contributions. Continue Reading IRS Delays Roth Catch-Up Provision Mandated by SECURE 2.0