Feb 27, 2018 | Articles, Social Security Planning
When it comes to claiming Social Security, one thing is abundantly clear: every situation is different. And that’s a big reason so many people end up confused. Download The Full Article for More Information by William F. Rainaldi, CFP® Regional Vice President Search...
Feb 12, 2018 | Retirement Planning
“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...
Jan 1, 2018 | Retirement Planning
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...
Oct 1, 2017 | Business Planning
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...