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The Social Security Administration (SSA) Gets It Right

Episode 277 – After many years, the Social Security Administration (SSA) has finally taken steps to fix the problem it has referred to as “clawback cruelty.” Continue Reading The Social Security Administration (SSA) Gets It Right

The DICK’S Sporting Goods Open, Security Mutual Life, and Sock Out Cancer® Present Monies Raised from 2023 “Birdies For Cancer” and Announce Charitable Initiatives for the 2024 DICK’S Sporting Goods Open

DICK’S Sporting Goods Open tournament director, John Karedes, alongside Security Mutual Life President and Chief Executive Officer, Kirk R. Gravely, and Security Mutual Life Chair of the Board, Bruce W. Boyea, proudly announced the results from the Birdies For Cancer campaign at the 2023 DICK’S Sporting Goods Open. Continue Reading The DICK’S Sporting Goods Open, Security Mutual Life, and Sock Out Cancer® Present Monies Raised from 2023 “Birdies For Cancer” and Announce Charitable Initiatives for the 2024 DICK’S Sporting Goods Open

Fair Versus Equal – What’s the Legacy You Want to Leave to Your Children? – Revisited

Episode 276 – Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children. Continue Reading Fair Versus Equal – What’s the Legacy You Want to Leave to Your Children? – Revisited

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

ClientLine - Personal and Business Financial-Planning Information - Collage of 4 photos with people of various ages and ethnicities
ClientLine - Personal and Business Financial-Planning Information - Collage of 4 photos with people of various ages and ethnicities

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