Latest Stories

Building a Diverse Agency Culture

By William Stevens | April 26, 2017

Penn Mutual was recently one of six financial services firms that participated in a groundbreaking, industry-wide survey of agency culture. Diversity — of age, gender, ethnic background, and thought — is important to the future of Penn Mutual. The research conducted by FlexPaths presented a unique opportunity for us to explore whether we have been successful at building a culture of diversity at the agency level.

Spring Cleaning – Declutter Your Financial Life

By Carolyn Humphrey | April 18, 2017

The start of spring marks not only a good time for cleaning your house and garden, but is also an opportune time to clean up your finances and get things in better order. Done right, it should make your life easier throughout the rest of the year. Your financial life will be less cluttered, and you will be able to work more efficiently.

Sensible Strategies for Your Tax Refund

By Margaret Muldoon | April 11, 2017

I wrote a few years ago about five smart ways to use your tax refund: 1) maxing out an IRA, 2) boosting emergency savings, 3) paying down debt, 4) investing the funds, or 5) putting it into a business. I realize it’s not always so easy to take “found money” and devote it all to something so sensible.

So, go ahead, live a little. But here are a few strategies for doing so sensibly.

Countdown to Retirement: The Last Six Months

By Frederick Karp | April 4, 2017

By the time you read this, I will have retired. I officially retired from Penn Mutual on March 31, and I was asked if I would share my retirement planning journey.