Episode 232 – Before you try to take an income tax deduction for the charitable gifts you made during the tax year, make sure you comply with the various IRS requirements for documentation and qualification of the donation.
Episode 229 – Individuals and charities have been adversely affected by post-pandemic circumstances. We can help charitably inclined individuals meet philanthropic goals without sacrificing personal financial security.
The spirit of the holidays shines through at Security Mutual Life… The Company That Cares®
Episode 190 – Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing is not going to work.
Security Mutual Life reported another strong year highlighted by its decision to pay policy dividends to participating policyholders for the 130th consecutive year.