Our Company News
Are Roth Conversions Right for Everyone?
Episode 252 – We’ve been bombarded by mass media touting the benefits of doing a Roth conversion, but they may not be right for everyone. Continue Reading Are Roth Conversions Right for Everyone?
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?