The Dow Dips

The Dow Dips

“It was the scariest day on Wall Street in years.” That’s how CNN described the Dow dip that took place on February 5. However, the stock market is known for these “dips,” and the February 5 dip was not a once-in-a-lifetime event. So how...
Change Creates Opportunity

Change Creates Opportunity

If change creates opportunity, then this year should be one for the record books. Three days before Christmas, the Tax Cuts and Jobs Act became the law of the land. Good news for business owners: The corporate tax rate was literally sliced from 35 percent to 21...
When Tea for Two Becomes Tea for One…

When Tea for Two Becomes Tea for One…

We recognize that the cost of living is not going down. Yet, retirement plan distribution options often provide a smaller benefit to the surviving spouse. Even our Social Security benefits are reduced to the surviving spouse. So how can you help protect against loss...
The Business Owner’s Trio of Legacy Issues

The Business Owner’s Trio of Legacy Issues

If you own a small business, you play many roles and carry many responsibilities. And then there is your legacy to consider. What happens to your business when you are gone? You and your Security Mutual representative can create a plan to help you manage and protect...
It’s Inevitable

It’s Inevitable

We insure against events that we can exercise some control over preventing . . . accidents, theft, fire. We even insure our pets. So why do so many of us avoid insuring against that other inevitable event . . . death? The potential for financial AND emotional loss is...

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