Our Company News

Understanding Opportunity Cost
Episode 331 – Opportunity cost is an often-overlooked factor that has an effect on every financial decision you make. Understanding this concept can have a significant impact on how you approach even the most basic of financial decisions. Continue Reading Understanding Opportunity Cost

New Challenges for a Long Retirement
Episode 330 – The prospect of increased longevity should make all of us smile, but it creates issues that prior generations rarely had to face. Are you ready to deal with the consequences? Continue Reading New Challenges for a Long Retirement

Debunking Common Myths About Retirement
Episode 329 – With retirement planning, as with most financial principles, every situation is different. That said, we all need a few guidelines to see if we are going in the right direction. But these basic ideas evolve over time as demographics, life expectancy, tax laws and available products all change. Here are a few ideas that could use a good debunking. Continue Reading Debunking Common Myths About Retirement

Can I Avoid the Dreaded IRS Audit?
Episode 328 – There are few things that create more fear and loathing than a so-called “exam letter” from the IRS. It means that you’re likely looking at a significant time commitment just to put together the documentation they’re looking for, along with potential new taxes, interest, penalties, and accounting fees. Here are a few things that may end up triggering a tax audit. Continue Reading Can I Avoid the Dreaded IRS Audit?

Security Mutual Life Insurance Company of New York Names Beth Beshaw to Board of Directors
Beth Beshaw has joined Security Mutual Life Board of Directors Continue Reading Security Mutual Life Insurance Company of New York Names Beth Beshaw to Board of Directors

What Have Billionaires Been Up to Lately?
Episode 327 – Billionaires are considered role models by many and disliked by many others. Although relatively tiny in terms of numbers, they have an enormous influence on our economy. Where are they headed these days? Continue Reading What Have Billionaires Been Up to Lately?

Understanding Social Security Taxation
Episode 326 – There’s been a lot of talk lately about making Social Security income tax-free. This would certainly be a popular move, especially for seniors. But doing so comes at a steep price. Continue Reading Understanding Social Security Taxation

Five Reasons to Purchase Life Insurance for Your Children
Episode 325 – Should you buy a life insurance policy on your newborn or young child? Here are five things to consider. Continue Reading Five Reasons to Purchase Life Insurance for Your Children