General Company News
Annual Charity Golf Tournament Raises $37,000 For Children, Families and Veterans
Binghamton, NY (October 19, 2023) – The 22nd Annual Jim “Mudcat” Grant Legacy All-Star Golf Tournament was a huge success, bringing together the community to help raise $37,000 to benefit children, families, and U.S. military veterans in Broome County. Security Mutual...
What are Student Borrowers Going to Do?
Episode 251 – A recent survey found that 62% of people with student debt plan on “boycotting” their future payments. Is that a good idea? Continue Reading What are Student Borrowers Going to Do?
Plan Today for Tax Changes that May be Coming in 2026
Episode 250 – The Tax Cuts and Jobs Act of 2017 is scheduled to expire in a little over two years. Now might be a good time to start planning for a potential tax law change. Continue Reading Plan Today for Tax Changes that May be Coming in 2026
IRS Puts Moratorium on a Popular Tax Program Until at Least Next Year
Episode 249 – The IRS recently announced a moratorium on the popular Employee Retention Credit (ERC) tax program. What happens now? Continue Reading IRS Puts Moratorium on a Popular Tax Program Until at Least Next Year
Finally: Aretha Franklin’s Estate is Finally Resolved
Episode 248 – Aretha Franklin’s long-running drama over her will has finally been resolved. There are lessons here for everyone. Continue Reading Finally: Aretha Franklin’s Estate is Finally Resolved
IRS Delays Roth Catch-Up Provision Mandated by SECURE 2.0
Episode 247 – IRS delays the SECURE 2.0 requirement for catch-up contributions for highly paid employees age 50 and over to be made as Roth contributions. Continue Reading IRS Delays Roth Catch-Up Provision Mandated by SECURE 2.0
How Much Money Do You Need to be Considered Wealthy?
Episode 246 – Do you have enough money to be considered wealthy? A recent survey by Charles Schwab and Company has the answer. Continue Reading How Much Money Do You Need to be Considered Wealthy?
Are You Ready for the Corporate Transparency Act Starting January 1, 2024?
Episode 245 – The effective date of the Corporate Transparency Act, January 1, 2024, is nearly upon us. Are you affected and, if so, prepared to comply with its mandates and regulations? Continue Reading Are You Ready for the Corporate Transparency Act Starting January 1, 2024?
How the Wealthy Borrow Cheap Cash
Episode 244 – When they’re facing a significant expense, the wealthy have a special technique they use to access cheap cash. Continue Reading How the Wealthy Borrow Cheap Cash
Don’t Be Like These Famous People—Get Your Will Done Revisited
Episode 243 – Estate planning is the process of protecting your wealth and transferring a legacy to your heirs in the manner you wish. Even the rich and famous fail to plan, resulting in disaster. Everyone needs a will and estate plan. Continue Reading Don’t Be Like These Famous People—Get Your Will Done Revisited
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