Our Company News
Can We “Fix” Social Security by Raising the Age?
Episode 172 – As the annual Trustees’ report looms, there have been a number of proposed “fixes” to the Social Security system. Is an increase in Full Retirement Age a possibility? Continue Reading Can We “Fix” Social Security by Raising the Age?
An Important Lesson From George Mallory Revisited
Episode 171 – George Mallory may—or may not—have been the first man to summit Mt. Everest. But he never gets credit for it. He apparently died on his way back down the mountain. In this episode we revisit how this may have parallels to your financial life. Continue Reading An Important Lesson From George Mallory Revisited
Fair Versus Equal – What’s the Legacy You Want to Leave to Your Children?
Episode 170 – Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children. Continue Reading Fair Versus Equal – What’s the Legacy You Want to Leave to Your Children?
Preserving the Future of Family Businesses
Episode 169 – A comprehensive continuity and succession plan is vital to the continued success of the business but, as PricewaterhouseCoopers discovered, not enough family businesses have them. Continue Reading Preserving the Future of Family Businesses
IRS Finally Issues Secure Act RMD Regulations
Episode 168 – After more than 2 years, the IRS has finally gotten around to issuing proposed RMD regulations related to the Secure Act. And there are a few surprises. Continue Reading IRS Finally Issues Secure Act RMD Regulations
Concept vs. Product—Annuity Revisited
Episode 167 – In today’s episode, we are going to take a look back at one of our favorite previous episodes, we’re going where no one has gone before, talking about what some people think is a dirty word: annuities! Continue Reading Concept vs. Product—Annuity Revisited
Security Mutual Life Announces Strong 2021 Financial Results
Security Mutual Life reported another strong year highlighted by its decision to pay policy dividends to participating policyholders for the 130th consecutive year. Continue Reading Security Mutual Life Announces Strong 2021 Financial Results
What Does Life Insurance Have to Do With Divorce?
Episode 166 – What does life insurance have to do with divorce? Life insurance and divorce intersect in several ways. Continue Reading What Does Life Insurance Have to Do With Divorce?