
Articles From Lumsden McCormick Financial Services
Social Security: Five Facts You Need to Know
Posted by Jeffrey Budzinski on June 13, 2023
Social Security can be complicated, and as a result, many individuals don't have a full understanding of the choices they may have.
Important Birthdays Over 50
Posted by Jeffrey Budzinski on June 08, 2023
Starting at age 50, several birthdays and "half-birthdays" are critical to understand because they have implications regarding your retirement income.
How to Make the Tax Code Work for You
Posted by Austin Robare on June 06, 2023
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Four Really Good Reasons to Invest
Posted by Jeffrey Budzinski on June 01, 2023
Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough.
Filing Final Tax Returns for the Deceased
Posted by Jeffrey Budzinski on May 30, 2023
When a family member passes away, there are many decisions that need to be made and many emotions to handle. The last thing anyone thinks about is taxes.
Countdown to College
Posted by Austin Robare on May 25, 2023
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way—starting in the first year of high school.
Are You Ready for an Estate Tax Sunset?
Posted by Jeffrey Budzinski on May 23, 2023
Although this sunset is coming, the good news is that it's still a few years away.
A Brief History of Estate Taxes
Posted by Jeffrey Budzinski on May 18, 2023
Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.
Lumsden McCormick Office Suffers Fire
Posted by Sara Dayton on May 15, 2023
On Sunday, May 14, Lumsden McCormick headquarters at 369 Franklin Street, Buffalo, NY, suffered a fire. Thankfully, no one was in the office at the time and there were no injuries.
Understanding FDIC Insurance
Posted by Jeffrey Budzinski on March 16, 2023
It's natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited.