Our Company News
What Happens When You Get Audited?
Episode 343 – No one enjoys receiving a letter from the IRS, especially when they open it and realize that their return is being reviewed. The odds are longer than most people realize, but what should you do if this happens to you? Continue Reading What Happens When You Get Audited?
Thinking of Collecting Social Security Early? Not So Fast.
Episode 342 – Thinking of collecting your Social Security at age 62? Watch out for the “Excess Earnings Test.” It’s a bit more complicated than you may realize. Continue Reading Thinking of Collecting Social Security Early? Not So Fast.
Practical Estate Planning Ideas for “Middle Tier” Families
Episode 341 – News flash: Estate planning is not for just the wealthy. Here are some ideas put forward in a recent article by renowned estate attorney Jonathan Blattmachr, especially for what he describes as “middle tier clients,” which he defines as people whose wealth does not exceed the available exemptions. Continue Reading Practical Estate Planning Ideas for “Middle Tier” Families
Want to Be an Effective Business Leader? Learn How to Listen.
Episode 340 – Actively listening to what someone else is saying can be incredibly hard, but it comes with enormous benefits. How do effective leaders manage it? Continue Reading Want to Be an Effective Business Leader? Learn How to Listen.
Thirteen Celebrity Estate Planning Lessons Revisited
Episode 339 – 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 Revisited
Six Reasons Single People Need Life Insurance Too
Episode 338 – Do single people really need life insurance? Here are six good reasons why they might. Continue Reading Six Reasons Single People Need Life Insurance Too
The Epidemic of Gray Divorce
Episode 337 – The rate of gray divorce—defined as divorce after the age of 50 following a long-term marriage—has increased in recent years. The financial impact can be especially difficult for women. Continue Reading The Epidemic of Gray Divorce
City of Binghamton and Broome County Proclaim “Security Mutual Week”
Binghamton Mayor Jared M. Kraham, and Broome County Executive Jason T. Garnar, alongside local leaders, proclaimed the week of June 9, 2025, “Security Mutual Week”, in the City of Binghamton and in Broome County. Continue Reading City of Binghamton and Broome County Proclaim “Security Mutual Week”