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Social Security and Government Employees: Part Two – Windfall Elimination Provision

by William F. Rainaldi, CFP® Regional Vice President In Part One of this series of articles, we looked at certain types of government employees. These are people who have worked previously with a...

Security Mutual Announces 2019 Dividend Scale

Making a Difference in the Lives We Touch (Binghamton, NY  ●  November 19, 2018) The Security Mutual Board of Directors acted to continue the current 2018 dividend scale for 2019. This action...

Social Security and Government Employees: Part Three – Government Pension Offset

by William F. Rainaldi, CFP® Regional Vice President In Parts One and Two of this series, we looked at certain types of government employees who have worked previously with a “non-covered” pension....

The Importance of Considering a Trust

According to court documents obtained by The Blast, recently deceased star Burt Reynolds intentionally left his 30-year-old son, Quinton, out of his will and named his niece, Nancy Lee Brown Hess, executor of his estate. by Ernest J. Guerriero, CLU®, ChFC®, CEBS®,...

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Will it Still Be There?

by William F. Rainaldi, CFP® Regional Vice President There is some disturbing language—in bold print, no less—on the second page of any individual Social Security statement issued by the SSA: Your estimated benefits are based on current law. Congress has made changes...

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ClientLine® covers an array of financial planning topics including estate planning, tax issues, business marketing ideas and more.


December Issue Features:

  • Year-End Tax Planning Ideas

  • Taking Care of Business

  • All in the Family (Part 2)

  • And the Magic Number Is?

  • Slicing the Inheritance Pie

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