General Company News
Are You Ready For the 2026 Estate Tax Sunset?
Episode 270 – Most Americans have not paid too much attention to estate taxes, or “death taxes”, as the mass media likes to call it. But moderately or very wealthy people need to . . . now! Continue Reading Are You Ready For the 2026 Estate Tax Sunset?
Not Just A Prenup: How to Protect Your Estate Before You Get Married Again
Episode 269 – The rate of so-called “gray divorce” has doubled since 1990. How do you protect your assets if you decide to get re-married? Sometimes it’s more than just a prenup. Continue Reading Not Just A Prenup: How to Protect Your Estate Before You Get Married Again
How Life Insurance Can Help with a Blended Family
Episode 268 – The recent death of Senator Dianne Feinstein has brought attention to the dilemma faced by blended families. Life insurance can be a great tool to help smooth over some rough patches. Continue Reading How Life Insurance Can Help with a Blended Family
Security Mutual Life Shows Support for the American Heart Association and National Heart Month
Security Mutual Life, the American Heart Association, and local officials came together for a press conference on Thursday, February 1, to help promote American Heart Month. Continue Reading Security Mutual Life Shows Support for the American Heart Association and National Heart Month
Are These the Good Old Days?
Episode 267 – There’s bad news everywhere you look. Political polarization in the USA, war in the Middle East, and natural disasters all over the place. But what if things are actually better than we realize? Here are some reasons to celebrate. Continue Reading Are These the Good Old Days?
Study Indicates that Half of Older Americans May Unretire
Episode 266 – Is early retirement a realistic goal for many people? A new study indicates that half of older Americans are considering either returning to the workforce or staying employed longer than they first planned. Continue Reading Study Indicates that Half of Older Americans May Unretire
Estate Planning and Sibling Rivalry
Episode 265 – Previously dormant sibling rivalries tend to turn up when large sums of money are at stake. What estate planning steps can you take to help minimize the problem? Continue Reading Estate Planning and Sibling Rivalry
Five Important Financial Truths about Millennials Revisited
Episode 264 – It’s hard to believe, but the oldest millennials are already approaching middle age. What makes them different from a financial point of view? Continue Reading Five Important Financial Truths about Millennials Revisited
Problems at the Social Security Administration
Episode 263 – The program 60 Minutes recently took on the problem of overpayments by the Social Security Administration, and raised some interesting points. Continue Reading Problems at the Social Security Administration
The Unique Challenges Faced by the “Sandwich” Generation
Episode 262 – The “Sandwich” Generation, people taking care of both parents and children at the same time, are subject to some unique challenges. Continue Reading The Unique Challenges Faced by the “Sandwich” Generation
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