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Divorce and Remarriage

What happens to Social Security after divorce occurs? Here's a quick summary. by William F. Rainaldi, CFP® Regional Vice PresidentContact your Security Mutual life insurance advisor to help you...

Retirement Planning is More Than Saving

National Retirement Security Week is a national effort to raise public awareness about the importance of saving for retirement, and it is held every year during the third week of October. Here at...

How Do You Define Success?

Is it revenue, income or innovation? Perhaps your ability to give back to your community? Maybe improved well-being of your employees and increased ability to provide for your own family? Maybe...

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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Treasury Proposes S.A.L.T. Reduction

The Treasury’s proposed SALT reduction will have little impact on life insurance—using life insurance to benefit charities continues to be a prudent planning opportunity. by Ernest J. Guerriero, CLU®, ChFC®, CEBS®, CPCU®, CPC, CMS, AIF®, RICP®, CPFA Vice President,...

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Aretha Franklin, Like Many, Died Without a Will

Deeply private in life, Aretha Franklin died without having a will or trust in place. Now her roughly $80 million estate will be laid bare for all to see. Learn from Aretha’s mistake and “Think”—about your privacy, your estate and what you want to leave to whom and...

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Are You Financially Fit?

(Binghamton, NY • September 6, 2018) This year, Life Happens®, a nonprofit organization, has selected Danica Patrick, former professional race car driver, as the spokesperson for Life Insurance Awareness Month®. Danica believes life insurance plays an important role...

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

 

November Issue Features:

  • All in the Family… Business
  • Planning for Tomorrow
  • Flexible Line of Credit
  • Educational Gift Ideas
  • Life Happens: The Value of Life Insurance

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