Articles From Lumsden McCormick Financial Services

Social Security can be complicated, and as a result, many individuals don't have a full understanding of the choices they may have.

Starting at age 50, several birthdays and "half-birthdays" are critical to understand because they have implications regarding your retirement income.

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.

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.

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.

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.

Although this sunset is coming, the good news is that it's still a few years away.

Federal estate taxes have been a source of funding for the federal government almost since the U.S. was founded.

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. 

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.