Our Company News
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
Careless Spending Can Erode Income Gains
Episode 324 – If your income goes up over time, it doesn’t necessarily mean that you’ll be able to save more. If you’re not careful, “lifestyle creep” can make things worse. Here are a few ideas on how to fight back against lifestyle creep. Continue Reading Careless Spending Can Erode Income Gains
Six Estate Planning Tips from Warren Buffett
Episode 323 – The investment wisdom of Warren Buffett is well known through his annual letter to shareholders. But he has some unique ideas about estate planning as well. Here are six of Buffett’s more important estate planning concepts. Continue Reading Six Estate Planning Tips from Warren Buffett