Our Company News
How Much Money Do You Need to be Considered Wealthy?
Episode 246 – Do you have enough money to be considered wealthy? A recent survey by Charles Schwab and Company has the answer. Continue Reading How Much Money Do You Need to be Considered Wealthy?
Are You Ready for the Corporate Transparency Act Starting January 1, 2024?
Episode 245 – The effective date of the Corporate Transparency Act, January 1, 2024, is nearly upon us. Are you affected and, if so, prepared to comply with its mandates and regulations? Continue Reading Are You Ready for the Corporate Transparency Act Starting January 1, 2024?
How the Wealthy Borrow Cheap Cash
Episode 244 – When they’re facing a significant expense, the wealthy have a special technique they use to access cheap cash. Continue Reading How the Wealthy Borrow Cheap Cash
Don’t Be Like These Famous People—Get Your Will Done Revisited
Episode 243 – Estate planning is the process of protecting your wealth and transferring a legacy to your heirs in the manner you wish. Even the rich and famous fail to plan, resulting in disaster. Everyone needs a will and estate plan. Continue Reading Don’t Be Like These Famous People—Get Your Will Done Revisited
Security Mutual Life Announces Details for the 22nd Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament
More than 30 All-Stars and other celebrities are set to hit a hole-in-one for local charities at the 22nd Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament taking place Thursday, August 31, 2023, at the Links at Hiawatha Landing. Presented by Security Mutual...
IRS Provides Additional Relief for RMDs in 2023
Episode 242 – IRS provides additional relief to individuals who inherited traditional IRAs in 2020 or after and failed to take RMDs, and to those who mistakenly took RMDs in 2023 when they didn’t have to. Continue Reading IRS Provides Additional Relief for RMDs in 2023
Millennials, Gen X and Gen Z Need to Prepare for Retirement Now
Episode 241 – Whether you’re hoping to achieve financial independence and retire early as part of the FIRE movement or later, Millennials and members of Gen Z and Gen X need to prepare for retirement now. Continue Reading Millennials, Gen X and Gen Z Need to Prepare for Retirement Now
Optimize Your Estate Plan by Incorporating Life Insurance
Episode 240 – Life insurance is the ideal tool to optimize an estate plan. It provides the money at the right time to pay taxes, replace wealth and to enhance and perpetuate a family legacy. It also makes various estate planning strategies more efficient. Continue Reading Optimize Your Estate Plan by Incorporating Life Insurance