Our Company News
Protecting the Elderly From Financial Abuse Revisited
Elder abuse is a huge problem that’s getting even bigger. Do you know the signs of elder abuse? More important, what should you do if you suspect it’s happening to someone you know? Continue Reading Protecting the Elderly From Financial Abuse Revisited
2021 Sock Out Cancer® Benefit Concerts Hit a High Note
The annual Sock Out Cancer® benefit concert hit new highs in 2021, doubling the fun and funds raised! The first ever back-to-back benefit concerts took place at The Crouse Hinds Theatre in Syracuse on Friday, October 8th, and at The Broome County Forum on Saturday,...
Changes to Your RMDs in 2022
Episode 157 – New IRS tables will impact required minimum distributions beginning in 2022. Learn how it could impact you here. Continue Reading Changes to Your RMDs in 2022
Holiday Giving Program Helps Local Children
Security Mutual employees once again teamed up to spread holiday cheer to Greater Binghamton children in need by supporting The Salvation Army’s Angel Tree Giving Program. This charitable giving tradition helps provide toys, hats, gloves, blankets and more to local...
The Four Percent Rule Revisited
Episode 156 – The 4% Rule has been one of the standard models of retirement planning since the 1990s. The rule, however, has come under attack of late. A recent report by Morningstar indicates that the real number is more like 3.3%. What’s a retiree to do? Continue Reading The Four Percent Rule Revisited
Three Social Security ‘Do Over’ Options
Episode 155 – Deciding on when to collect Social Security is a complicated process. But it comes with surprising flexibility. And people are surprised to learn of the three “do over” options that Social Security allows. Continue Reading Three Social Security ‘Do Over’ Options
Thirteen Celebrity Estate Planning Lessons
Episode 154 – The rich and famous are prone to estate planning mistakes. Today we look at some real world examples, and the lessons we can all learn from all of them. Continue Reading Thirteen Celebrity Estate Planning Lessons
Guaranteed Lifetime Retirement Income From Your IRA
Episode 153- Purchasing an annuity in your Traditional IRA will guarantee that you never outlive your retirement savings and provide you with a secure, stable and stress-free retirement. Continue Reading Guaranteed Lifetime Retirement Income From Your IRA